As an Administrator you can choose the way in which you add users to your company’s LoopUp account. Start by going to the ‘User Management’ tab, clicking the ‘Add User’ button and reviewing the options available on your account. Most accounts will see the following options when clicking ‘Add Users’ on their administrator section of account.loopup.com:
- ‘Invite Users to Sign Up’ – Send an email to new users inviting them to set-up a LoopUp account themselves.
- ‘Create New Users’ – You can create an account for users by entering their details.
Sign up users by invitation
The easiest way to create accounts for your users is to send them an invite to create their own account via your company’s unique sign up page. Click on the ‘Invite User’ button to open a pre-formatted email containing your company’s unique url; send this to users and they will be able to create their own account when needed.
Users will have to enter a valid email address, with a permitted domain that has been pre-configured on your account, to create a LoopUp account.
Need additional domains added to your account? Contact support
The user will be sent a verification email after pressing the ‘Submit’ button. Clicking on the verification link in the email will take them to a page where they can create a password and complete the set-up of their LoopUp account. An account will not be created unless the user verifies their email address via this process.
Create a new user
As an administrator you can create users directly if you have their details available.
Click ‘Create a New User’ to begin creating a single user account. Enter their First Name, Last Name and Email, select the appropriate account Type – User or Administrator – enter a desk/office or mobile phone number, adjust their time zone according to their location, enter a default billing code if required, select their Group and Office location and finally adjust their meeting room name as appropriate. (If you don’t see options for the correct Group or Office, please contact support to have these added to your account.) Click ‘Create’.
When you create a user, we send that user an email with a link to begin using their new account. Untick the ‘Send activation email now’ option if you want to send this email later. Then click on ‘Create’.
Once this is complete you will see the new user’s details on the ‘User Management’ page. Once the user receives the email and verifies their account by creating a new password, a welcome email will be sent to the user.
Allow users to auto-provision (via SSO)
If your account is set up with Single Sign-on (SSO), you have the option of enabling auto-provisioning. With SSO, users can sign in to LoopUp using their company credentials, via your Identity Provider (IdP). With auto-provisioning, an account will be created for them as soon as they sign in if they don’t already have a LoopUp account. Please contact support for more details on enabling this setting.