Adding New Members to Your Shorter Loop

Understanding Shorter Loop's User Hierarchy#

How to View and Manage Members#

Accessing the Members List#

Viewing All Members#

Managing Existing Members#

Editing User Roles#

Managing User Status#

1.

Click the vertical ellipsis (⋮) icon on the right side of a user's row to see available actions.
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2.

Select one of the following options:

1.

For Active Users: You can deactivate them, which prevents them from logging into Shorter Loop and accessing assigned products.
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2.

For Invited Users: You can resend the invitation or deactivate the invitation.

3.

For Deactivated Users: You can reactivate them, which restores their previous access and sends them an email notification.
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3.

When deactivating a user, you'll need to confirm your action in the confirmation dialog.
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4.

Once confirmed, the user's status will update in the table.
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Inviting New Members#

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Adding Members to Specific Products and Teams#

Adding Members to a Product#

1.

Click on the product name to access the product settings.

2.

Go to "Users" within the product.

3.

Click "+Invite Member" to invite users to the product.

4.

If the member is already part of your subscription:

1.

They will be added to your product with an active status

2.

No additional invitation is required

5.

If the member is not yet part of your subscription:

1.

They will receive an email invitation to join the product

2.

They'll need to accept the invitation to gain access

Adding Members to a Team#

1.

Navigate to the team settings (Product -> Manage Teams)

2.

Go to "Manage Users"

3.

Click "+Add Member"

4.

Select the appropriate role for the team member

Multi-level Roles#

Role permissions#

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