Loxo is organized to allow flexibility across your team. This article explains how to create different Groups within your account to designate which team members can access various parts of your Loxo account. Once you create the Groups, you can add or remove existing team members and new users to Groups at any time.
This article explains how to create Groups, how to assign permissions to a Group, how to assign team members to a Group, and how permissions work for members of multiple Groups.
Add a New Group
Any account admin for your agency can create a Group to manage team permissions. Permissions, which can control the pages and actions users have access to, are managed by creating different Groups for the people on your team.
To get to Groups, go to Settings on the navigation bar and locate the Groups option under the Organization section.
Click the +Add button in the top right corner to add a new Group.
A new text field will populate. Type the name of your new Group, then click 'Create.'
Click 'Edit' to assign specific permissions to the new Group or to add team members to the Group.
Note: Your account will reflect an 'Admin' group, inclusive of any admin users existing on your account. This is important because if you set up custom Groups to remove access to certain features for some users, Groups will be needed to ensure that other users retain access to those same restricted features.
Assign Specific Permissions to a Group
You can use Groups to manage the team members in your account. To create a new Group, follow the instructions above. Read below to learn how to assign permissions to a Group of your team members.
Navigate to Settings > Groups > Edit.
A new model will pop up on the right side of the screen. Click the 'Permissions' tab at the top.
Within the new modal, select the features that this Group should be able to access. Then click "Save."
Assign Team Members to a Group
Once you have created a Group and set up the permissions, you can follow the steps below to add users to the Group:
Navigate to Settings > Groups > Edit.
The Group's settings will open on the right-hand side. Ensure you're on the 'Group Settings' tab at the top.
Type the name of the team member that you want to add to the Group in the 'Add new users...' field. Be sure to click "Save" when you are done.
If you would like to add more than one team member to a Group at a time, you can type additional names into the 'Add new users...' field to select each team member you want to add. Be sure to click "Save" at the bottom once you have added the appropriate team members.
Permissions for Members of Multiple Groups
Group permissions are not mutually exclusive, which means that you can add each team member to multiple Groups if needed. If you add the same person to multiple Groups, that person will have a sum of all Group access - the below example illustrates how this works.
Kendra is a member of two Groups: Recruiters and Team Leads. The table below reflects the permissions for each Group, and the column on the right indicates whether Kendra would have access to each feature as a member of both Groups. Kendra will be able to access all of the features enabled across any of the Groups to which she belongs.
Permissions | Recruiter Group | Team Lead Group | Kendra |
Reports / Insights |
|
|
|
People / company lists |
|
|
|
Placements |
|
|
|
Email logs |
|
|
|
SMS logs |
|
|
|
Placement logs |
|
|
|
See reports Page |
|
|
|
People Page: |
|
|
|
Change owners |
|
|
|
Merge people |
|
|
|
Bulk edit people |
|
|
|
Change visibility |
|
|
|
Diversity |
|
|
|