This guide explains how to give additional people access to your Loopz dashboard, how to control what each person can see and do, and how access works when you have a Clover-connected gift card program.
Who should read this
Merchants who want a teammate, accountant, or assistant to sign in to the dashboard alongside the program owner. Only a user with Settings write access (typically the program owner) can add new users.
There are two ways someone can sign in to the dashboard:
By email — you invite them from Users & Permissions (covered below). They receive a sign-in email and pick up the permissions you grant.
Through a connected Clover account — every employee on a Clover account you've connected to Loopz can sign in to the dashboard automatically. No invitation needed.
Where to find it
In the dashboard sidebar, open Settings → Users & Permissions.
The screen has three areas:
Program owner — the person whose account the program was created under. The owner always has full access and can't be removed or restricted.
Users — everyone you've added by email, with an Add User button at the top right. Each row shows the user's name, an "active user" tag for whoever is currently signed in, and when they were last active.
Adding a user by email
Click Add User on the right of the Users section. A three-step workflow opens.
1. User details
Fill in the new user's basic contact details:
First name (required)
Last name (required)
Email (required — the address they'll sign in with; it must not already belong to another Loopz user)
Phone (optional)
Click Next to continue. The email is checked for uniqueness as soon as you move on, so if it's already in use you'll be asked to use a different address.
2. Permissions
Choose what this user can read and write in the dashboard. The form lists ten resources, each with a Read and a Write checkbox:
Gift Cards — view and manage gift cards in the program.
Transactions — view and process gift card transactions.
Card Designs — manage gift card designs and artwork.
Incentives — manage incentive promotions and rewards.
Locations — manage merchant locations.
Reports — access program performance reports.
Pages — configure checkout and wallet pages.
Emails — manage program email templates.
Settings — update program and merchant settings (this is also the permission that lets a user add or edit other users).
Billing — view and manage billing details.
Read lets the user see the data; Write lets them create, edit, or delete it. A user with neither box ticked won't see that section in the dashboard at all.
The boxes start off pre-checked with your program's default permissions — the set you want most new users to get. You can uncheck anything that shouldn't apply for this person, then click Next.
Tip: keep Billing and Settings write access for a small number of trusted users. Settings → Write also controls who can add or remove other users from this screen.
3. Review
The last step summarises the user details and the permissions you granted, with inline edit links if you want to jump back and change something. When everything looks right, click Create User.
What the invited user receives
When you create the user, Loopz emails the address you entered with a sign-in link. They click the link, land on the dashboard, and are signed in — no password to remember, no separate activation step. From then on, they can request a fresh sign-in email any time they need to log back in.
Until they sign in for the first time, they show up on your Users list with no "Last active" timestamp.
Editing or removing permissions later
Click any user's name on the Users & Permissions screen to open their detail page. From there you can:
Use Edit Permissions to change what they can read or write, then Save Changes.
Open the Notifications tab to control which automated emails (onboarding tips, monthly summaries, gift order review alerts) they receive.
A user's permissions take effect the next time they reload the dashboard.
Clover users — automatic access
If your gift card program is connected to a Clover account, every employee on that Clover account can sign in to the Loopz dashboard using their existing Clover credentials. There's nothing to set up per person:
You don't need to invite them from the Users & Permissions screen.
They sign in using Sign in with Clover on the Loopz login page (or arrive from the Loopz app inside Clover) and are dropped straight into your dashboard.
Their Loopz user is created automatically the first time they sign in.
If you ever want to restrict what a specific Clover user can do, open them from the Users list once they've signed in for the first time and edit their permissions like any other user.
FAQ
Do invited users need a password?
No. Loopz signs users in with an emailed sign-in link, so there's no password to set or remember.
Can I change who owns the program?
No, the program owner is set when the program is created and can't be changed from the dashboard. Contact Loopz support if you need to transfer ownership.
My teammate didn't get the invite email — what now?
Ask them to check spam first. If it's not there, double-check the address on their Users & Permissions entry; if it's wrong, remove the entry and add them again with the correct email.
Does adding a Clover employee to my Clover account give them dashboard access right away?
Yes — as soon as they exist on the Clover account, they can sign in to the dashboard via Clover. There's no separate invite step in Loopz.
Can I limit what a Clover employee can do in Loopz?
Yes. Once they've signed in to Loopz at least once, they appear on the Users list and you can open them and edit their permissions like any email-invited user.
What does "Settings" write access do?
It controls who can add, edit, or remove other users on this screen, in addition to changing program-wide settings. Grant it only to people you trust to manage your team.