There are various user permissions in Looop which are set out below. During Looop setup your Customer Success Team will discuss these with you.
Organisation owner
The 'Organisation owner' can only be set/changed by the Looop team. There can only be one 'Organisation owner'; they can do everything a 'Full administrator' (see below) can AND in addition, can log in as any user. To see how to do this please access the article 'Log in as another user'.
Full administrator
To make someone a 'Full administrator', another 'Full administrator' needs to click on 'Account', select 'People', locate the person (using search if needed), and then click the settings cog on the right to access the drop-down and select 'Change role to Full administrator'.
It can also be done by clicking on the user's name once you have located them. This will take you to their basic information page, where you can change from 'User' to 'Administrator' under 'Role'. You must then click the 'Update details button'.
A 'Full administrator' can do everything in Looop as follows (apart from log in as any user which is reserved for the 'Organisation owner'):
Manage users and groups
Customise the platform
Create and manage workspaces and themes
Create, publish and share resources
Create, publish and share pathways
Create and activate campaigns, and view campaign analytics
Create and view survey results
Create and publish certifications
View and filter analytics
Manually archive and complete enrolments
Create and edit dashboards
Create, edit and publish events
General user
A 'General user' has basic account settings.
What they see depends on the groups they are in, which content is set to public and also which campaigns they are an audience member of. Therefore this could include:
Homepage banners
Shared content including workspaces/resources/pathways/certifications and surveys
A 'General user' can also:
Edit own profile information (if set within admin settings by the 'Full administrator')
Change the language
Upload CPD evidence (if this functionality is switched on)
View their own 'Activity history'
Register for events available to them
They cannot edit any content unless they are assigned as a 'Workspace administrator' or 'Group administrator' (detailed below).
Workspace administrator
To make someone a 'Workspace administrator' you will again need to be a 'Full administrator'. Click on that workspace, then 'Manage workspace' and then click the 'Access' tab. Next to the name of the 'Group' or 'People' use the drop-down to select one of the three access rights you wish to grant as follows:
Can edit resources, members, and reports
This user (or group) can:
Archive workspaces* (*only if they are set to full administrator as well)
Edit workspaces
Share resources
Manage users in the workspace
Manage groups in the workspace
Switch workspace between public/private
Manage bookmarks
Please be aware this user role also provides the permissions to view ALL people data in analytics
Can edit resources
This user (or group) can:
Add resources to the workspace
Edit resources in the workspace
Re-order resources in the workspace
Delete resources in the workspace
Copy resources
Create themes
Can view resources
This user (or group) can:
View themes and resources in the workspace
NB: Using 'Workspace administrators' is a useful way for subject matter experts to create and edit resources within Looop. You could set up a 'Content creators' group and give them resource editing rights in the workspace.
Group administrator
To make someone a 'Group administrator' click 'Account' and select 'Groups' followed by the specific group, then click on the drop-down next to the person's name where you have the choice to select 'Group administrator' or 'Group member'.
This user can:
View the analytics option in the menu
View analytics for the groups they are 'Group administrator' for