How Do I Add New Users to Loopio?

As a Loopio Administrator, you can streamline your work and respond to RFPs faster by adding multiple team members to Loopio.

 

Permissions Required: General Administration, Level 1 (Manager) permissions are required to create and manage Users.

Adding a New User to Your Loopio Account

1. Click Admin in your top navigation bar
2. Click Users
3. Click + Add User
   
4. Enter the User’s information
5. An activation email will be sent to the email address provided, with a clear call to action to activate the account
   
   
    

   Tips:

   • If the User does not receive the activation email, have them check their junk/spam folder. If they still can't find it, contact [e-mail]
   • Add [e-mail] to your address book, so you never miss important messages from Loopio

Adding New Users to your Loopio Account in Bulk

You can import up to 5000 Users at one time using the Excel Users Template.

 

Note: Roles and Teams must be created in Loopio before following these steps to import Users.
Read more: Role Permissions, Creating Teams

To import Users to Loopio:

1. Click Admin in your top navigation bar
2. Click Users
3. Click Import Users to visit the Import Users screen
   
4. Click Download Excel Users Template
   
5. In the Excel template, enter the name and email address for each User, and select their Role and Team from the dropdown list in those columns
   
   
    

   Subscription Required: Teams aren't available on all subscription plans. Contact Support to learn more: Send an email to Support.

6. In the Import Users screen, click the folder icon to browse for and select your file
   
7. Click Continue
8. You will see a message showing the number of Users that will be created
   
9. Click Import User Data
10. An activation email will be sent to each email address provided, with a clear call to action to activate their account
    

Loopio will automatically detect errors during the User import process.

To view and fix import errors:

1. Click Download an annotated copy of your template
   
2. In the downloaded Review sheet, rows are color-coded if they are invalid (red) or duplicates of existing Users (yellow). A new column labeled Notes will be included on the right, containing more detail about each error
3. After fixing identified errors and saving the Excel file, click the folder icon to browse for and select your updated file
4. You will see a message showing the number of Users that will be created
5. Click Import User Data
6. An activation email will be sent to each email address provided, with a clear call to action to activate their account

How Do I Add More Users?

As your team grows, Loopio grows with you.

If you would like to increase the number of users, please reach out to your Loopio Customer Success Manager and they would be happy to help discuss the options.

If you're unsure of how to contact your Loopio Customer Success Manager, please reach out to our Support Team at [e-mail].