What is a Workspace?
A Workspace is a group of users within the same organization who share seats, data sources, and audiences. Each workspace can contain multiple users with varying permission levels.
Roles and Permissions
Loop defines several role types within a workspace, each with unique capabilities.
Table: Loop's user roles and permissions
Role | Invite Users | Manage Permissions | Create 1st- party Segments | View Data Sources | License 1st-party segments | Access 3rd‑Party Planning | View data sources insights |
Admin | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Editor | ❌ No | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
Guest | ❌ No | ❌ No | ❌ No | ✅ Yes (read‑only) | ❌ No | ✅ Yes (read‑only) | ✅ Yes |
Planner | ❌ No | ❌ No | ❌ No | ❌ No | ❌ No | ✅ Yes | ✅ Yes |
Workspace Admin
Usually the first person to receive access.
Can invite new users and manage permissions.
Has full access to segments, insights, data sources, activation, and audience planning.
Guest
View‑only access to existing data sources and segments.
Cannot edit or build new segments.
Can view insights
Cannot activate
Planner
Limited to third‑party audience planning.
No access to user management, data sources, or first-party segmentation features.
Can build third-party plans and license them in seats that are already authorized.
Editor
Can create and edit segments.
Cannot invite new users or modify permissions.
Can create new seats
Has access to third‑party planning and existing data sources.
How to Manage Workspace's User Permissions
⚠️Important:
Only Admin users can manage user permissions, invite new members, or adjust roles within a workspace. If you do not see these options, you do not have Admin privileges. Contact an Admin in your workspace for assistance.
How to Access the User List
To access the user list:
Click on your name (top‑right corner).
Select User List.
If you don’t see this option, you don’t have Admin rights.
Adding a New User
From the User List, click Invite.
Enter the email addresses of the new users.
Assign each invitee the appropriate role (Admin, Guest, Planner, or Editor).
Optionally include a personal message.
Click Send Invitation.
Users will receive an email prompt to set up their Loop accounts. Once they’ve confirmed, they’ll appear in the user list with the assigned role.