Users & Teams

Loupe provides simple controls to help you manage your teams and the users in each

Overview

With just a few simple steps you can invite all your colleagues to Loupe, and structure your teams as well. Managing all the roles and permissions is a snap.

Users

There are three different user types inside of Loupe; Admin, Team Managers, and Team Members. Below are descriptions of each.

Admin has full access to the entire application. This includes access to all features, subscription and application settings, user management, and integration mappings. Note that there can only be one Admin for a company.

• • Activate Two-Factor Authentication (2FA) for all users
  • Update the Company's public profile which is visible to connected companies
  • Upgrade Pricing Tier (only for Non-enterprise plans)
  • Invite any colleagues to join the company account and remove access as necessary
  • Create and manage Subteams
  • Assign colleagues to relevant Teams and Subteams 
  • Assign and unassign colleagues as Team Managers
  • Retailer-only - Manage Retail Data mappings for the company's integration to Loupe

Team Managers have access to the features according to their assigned Team, as well as the ability to manage members of their team. There can be more than one manager in the same team. The Team Manager role is controlled by the Admin user.

• • Add or remove colleagues from their team
  • Create and manage Subteams for their team
  • Create or terminate connections with other companies
  • Add or update IDs for connection companies
  • Configure settings for features relevant to their team

Team Members have limited access to only use features relevant to their assigned team. Their access to a team is controlled by the Team Managers and the Admin user.

• • Access to features relevant to their assigned team
  • View-only access to Team's table and their roles assigned in the application

Teams

This area of settings is all about controlling who has access to your company, and what roles they should play in the application. Below are descriptions of each type of team for both retailers and suppliers.

Retailer Teams

Buying Team is responsible for finding new products, selecting and purchasing products for their assortment, negotiating with suppliers, and ensuring it is ready to place orders for the business.

• • Ability to view all available samples across the supplier base
  • Access to all Quotations received from the suppliers across the company
  • Access to the company's centralised Assortment (Linesheet), with specification and costing details.
  • Access to Enterprise Costing with the ability to approve or reject submissions done by the suppliers
  • Ability to assign retail data values for each product
  • Ability to request a SKU once all required pre-conditions set by integration have been met

Merchandising Team is responsible for managing Purchase Orders once a SKU is generated with relevant delivery and invoicing details.

• • Configure purchase order payment terms, invoicing details, delivery address, and internal authorisations
  • Create and cancel purchase orders

QC Team ensures that any incoming products for a Purchase Order meet the required quality standards defined by the company

• • View-only access to purchase orders from the suppliers assigned to their country
  • View-only access product specifications and costing details captured when the purchase order was issued

Sourcing Team ensures that all component-level costs are pre-agreed with suppliers; giving them visibility to how much profit a supplier is making. This information informs them for better negotiations before approving any new SKU.

• • Ability to set up sourcing grids, and negotiate and approve prices across all suppliers
  • Access to the company's Centralised Assortment (Linesheet), with specification and costing details
  • Access to Enterprise Costing with the ability to approve or reject submissions done by the suppliers
  • Ability to request SKU once all required pre-conditions set by integration have been met

Supplier Teams

Merchandising Team is responsible for managing Purchase Orders once a SKU is generated with relevant delivery and invoicing details.

• • Configure purchase order payment terms, invoicing details, delivery address, and internal authorisations
  • Create and cancel purchase orders

Sales Team is responsible for managing sales operations in Loupe.

• • Ability to create, edit, delete, and otherwise manage pinboards and designs.
  • Ability to upload, archive, and manage samples in the Masterline.
  • Handle all aspects of running lines and bills of material.
  • Ability to manage all sales functions; including showroom, selections, and quotations.
  • Ability to handle all sourcing activities, data, and processes.

Subteams

Within any team you can also create subteams. Simply select the Manage Subteams button. From there you can select a team under which you would like to create a subteam, and then create, edit, or delete subteams. Once you have created a subteam you can start adding users to it.

Promoting Team Managers

In order to promote a Team Member to a Team Manager you simply select the three dots of the user who you would like to promote and select Promote to Manager. Now you should see that user in the Team Managers table above. From there, you can select which team to which the user will be a manager. You can always remove them from a manager role at any time.

Your Colleagues

In this area you can see all your colleagues who have accepted an invitation to Loupe, including to what teams and subteams they belong. On the right side of the page you can see controls that give you the ability to promote someone to a Team Manager role, assign people to different teams and subteams, assign a QC country, add ordering permissions, and also delete or remove a colleague's access to Loupe.

Inviting Colleagues

This area allows you to quickly invite someone to you company on Loupe. Once invited your colleague will receive an email with a link to join Loupe and set up their user account. After they have accepted the invitation you will be able to see them in your list of colleagues.