Managing your team & roles
Loopion is built for teams: invite your colleagues, give them the right role, and everyone sees exactly what they should — no more, no less.
Inviting people
- 1Go to Settings → Team (owners and managers).
- 2Invite colleagues by email address.
- 3They'll receive an invitation and join your workspace when they accept.
Note: Plan member limits apply — the Solo plan is single-user, while team plans support multiple members. See Settings → Billing for your plan's limits.
Roles
- Owner — full control: workspace settings, billing, integrations, team management.
- Manager — team management, team analytics, and visibility of team actions.
- Member — their own meetings, actions and settings.
Who sees which meetings?
Meeting content is participant-scoped: people see the meetings they were part of. Managers additionally get team-level analytics — completion rates, workloads and outstanding actions — without exposing every meeting's full content.
Teams within the workspace
- Organise members into teams (e.g. Sales, Delivery) from Settings → Teams.
- Analytics can be filtered per team, which keeps larger workspaces readable.
- Notification preferences can be managed per member — and overridden centrally where the plan allows.
Related articles
Getting started with Loopion →Billing, minutes & plans →Security & access control →Troubleshooting common issues →
Still stuck? Email support@loopion.ai — we aim to reply within 24 hours on business days.