Managing Your Team in LoomR

Managing Your Team in LoomR

As your business grows, you may want multiple team members recording videos and managing customer communications. LoomR's team management features let you invite colleagues, assign appropriate roles, and maintain control over your account.

Understanding Roles

LoomR offers four roles, each with a different level of access:

• ●Owner — Full control over the account, including billing, team management, and all settings.
• ●Admin — Can manage team members, adjust settings, and access analytics. Admins can do everything except modify billing information or transfer ownership.
• ●Editor — Can view tasks, record videos, and manage day-to-day video operations. Editors cannot invite or remove team members or change account settings.
• ●Viewer — Read-only access to the dashboard and analytics. Ideal for stakeholders who want visibility without the ability to make changes.

Inviting Team Members

To add someone to your team:

1. ●Navigate to Settings from your dashboard.
2. ●Select the Team tab.
3. ●Click Invite Member.
4. ●Enter the team member's email address and select a role from the dropdown.
5. ●Click Send Invite.

The invited person will receive an email with a link to join your LoomR account.

Managing Existing Members

From the Team tab in Settings, you can:

• ●Change a member's role — Click the role dropdown next to their name and select a new role.
• ●Remove a member — Click the remove button next to their name. They will lose access immediately.

Permissions at a Glance

Best Practices

• ●Use the principle of least privilege. Give team members only the access they need.
• ●Keep the number of Admins small. One or two admins in addition to the owner is usually sufficient.
• ●Remove access promptly when someone leaves your organization.
• ●Brief new team members on your video recording standards so your brand stays consistent.