Managing Team Members and Permissions
Control who can access your Loomstack workspace and what they can do with granular permission controls.
Inviting Team Members
To add someone to your workspace:
- Go to Settings > Team Members
- Click + Invite Member
- Enter their email address
- Select a role (see roles below)
- Optionally add them to specific projects
- Click Send Invite
The user will receive an email with instructions to accept the invite and set up their account.
User Roles
Admin
- Full access to all projects and settings
- Manage team members and permissions
- Billing and account settings
- Delete workspace
- Install and manage integrations
Project Lead
- Full access to assigned projects
- Create and archive projects
- Manage project members and permissions
- View team members (cannot edit)
Member
- Access to assigned projects
- Create and edit tasks
- View project settings
- Cannot manage project permissions
Guest
- Read-only access to assigned projects
- Comment on tasks
- View reports
- Cannot create or edit tasks
Project-Level Permissions
For more granular control within projects, use project settings:
- Admin - Full control of project
- Editor - Create, edit, and delete tasks
- Commenter - Comment on tasks, but no edits
- Viewer - View-only access
Managing Access
To modify a team member’s role:
- Go to Settings > Team Members
- Click the member’s name
- Change their role
- Save changes
To remove a member:
- Click the member’s name
- Click Remove from Workspace
- Confirm removal
Former members retain read-only access to archived projects for compliance purposes.
Two-Factor Authentication
Strengthen security by requiring 2FA:
- Go to Settings > Security
- Enable “Require 2FA for all members”
- Members will set up 2FA on their next login
Team Member Activity
Monitor who accessed what in Settings > Audit Log. View:
- Login timestamps
- Project access
- Permission changes
- Integration activity
- Data exports
This is essential for compliance and security monitoring.