LoopfourTeam and access
Invite people to your company in Studio and choose the role each person has under Settings and Team, so the right people can do the work.
Everyone who works in Loopfour belongs to your company and has one of three roles: Owner, Admin or Member. You manage people and roles under Settings > Team.
Before you start
You need an Owner or Admin role to manage team members. Check your role under Settings > Team before sending an invitation.
What each role can do
| Member | Admin | Owner | |
|---|---|---|---|
| Build, run and deploy workflows, connect systems, and use tables, files and dashboards | Yes | Yes | Yes |
| Approve or reject requests that list them as an approver | Yes | Yes | Yes |
| Approve or reject requests that name someone else (recorded as an override) | No | Yes | Yes |
| Share a dashboard by public link or with the whole company | No | Yes | Yes |
| Invite people, change roles, remove people and revoke invitations | No | Yes | Yes |
| Switch MCP on or off under Settings > MCP | No | Yes | Yes |
| Change another owner's role or remove another owner | No | No | Yes |
| Delete the company | No | No | Yes |
Members can do the day-to-day work in Studio. The difference between roles is who manages people and access, and who can step in on an approval.
Separation of duties
Approval control comes from the approver list on each approval step, not from roles. Any member can edit a workflow, including its approver list, and deploy it. Use the Audit trail to review who changed and deployed workflows. See Audit trail.
Invite someone
Open Team settings
Select your name at the bottom of the sidebar, then Settings. Under Personal, select Team.
Select Invite member
Select Invite member. In Invite Team Member, enter their Email address and choose a Role: Member or Admin.
Send the invitation
Select Send Invitation.
- If the person already has a Loopfour account, they are added straight away. Studio says they were added to your team.
- If not, they get an email invitation. It appears under Pending invitations until they accept it. An invitation lasts 7 days.
Change a role or remove someone
Under Members, use the menu in the Role column to switch between Admin and Member. Select Remove to take someone out of the company.
- Owners are shown with an Owner badge. Only an owner can change another owner's role or remove them.
- A company always keeps at least one owner. The last owner cannot be removed or made an admin or member.
- To withdraw an invitation that has not been accepted, select Revoke next to it under Pending invitations.
Check it worked
- New members appear under Members with their role.
- Invitations, role changes and removals appear on the Audit trail tab of Runs.
If something goes wrong
- "Only owners and admins can manage team members": you are a member. Ask an owner or admin.
- "User is already a member of this company": the person is already on the team.
- Too many pending invitations: revoke invitations that are no longer needed, then invite again.
- The invitation email did not arrive: ask the person to check spam, or revoke and send it again.
Related
Audit trail: evidence for your auditors
Use the Audit trail tab to see who did what and when across your company, filter the record and export it for your auditors or reviewers.
Tables: keep working data in Loopfour
Create a table in Loopfour, add rows of working data, such as open invoices, and let your workflows read from it and write back to it.