Team admin guides on HeyLoopy · Daily 60-second drills so your team still knows the SOP at month six

How to Invite Users to Your Team on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Inviting Users to Your Team

As a team administrator, you can invite new members to join your HeyLoopy team by sending email invitations.

Step-by-step

Navigate to your Team Settings by clicking your team name in the navigation.
Click Members in the team menu, then click Invite.
Enter the email address of the person you want to invite.
Optionally, select a module to assign them to upon joining.
Click Send Invitation.

The invitee will receive an email with a link to join your team. If they do not have a HeyLoopy account, they will be prompted to create one.

How to Set Training Days for Your Team on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Setting Training Days

Training days control which days of the week your team members have access to their daily loops. Use this to align learning schedules with your organization’s work week.

Step-by-step

Navigate to your Team Settings by clicking your team name in the navigation.
Click Settings in the team menu.
Find the Training Days section.
Select or deselect the days of the week when training should be available.
Save your changes.

How Training Days Work

On active training days, team members can complete their daily loops as normal.
On inactive days, daily loops are not available. This is useful for weekends or company holidays.
Training days apply to all team members.

Tips

Most teams configure Monday through Friday as training days and disable weekends.
Changes to training days take effect immediately.
Individual members can still use practice mode outside of training days if they want to study independently.

How to Configure Admin Notifications on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Configuring Admin Notifications

As a team administrator, you can configure notifications to stay informed about team activity and important events.

Step-by-step

Navigate to your Team Settings by clicking your team name in the navigation.
Click Settings in the team menu.
Find the Staff Notifications section.
Configure your notification preferences: choose which events should trigger notifications.
Save your changes.

Notification Types

Staff notifications can include alerts about:

New member activity: When invited users join the team.
Learning progress: Updates on team-wide learning activity.
System events: Important platform updates or issues.

Tips

Notifications help you stay on top of your team’s learning activity without needing to check the dashboard constantly.
You can adjust these settings at any time as your team grows.

How to Manage Team Members on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Managing Team Members

As a team administrator, you can view and manage all members of your HeyLoopy team, including assigning them to modules and configuring their learning settings.

Viewing Team Members

Navigate to your Team Settings by clicking your team name in the navigation.
Click Members in the team menu.
You will see a list of all current team members.
Click on a member’s name to view their details.

Managing Individual Members

From a member’s detail page, you can:

How to view security activity logs on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

What this is

HeyLoopy tracks security-related events for your team and for each individual account so administrators can spot unusual activity. The product surfaces these as activity logs in the admin area.

This is operational visibility, not a compliance-grade audit trail. For a list of certifications, retention windows, and export workflows suitable for a regulator or auditor, see our trust page or contact sales.

View team-wide security activity

Click your team name in the navigation to open Team Settings.
Click Security in the team menu.
The security overview shows recent security events across your team.
Click Team Activity for the full log of team-wide actions.

View your own security activity

Every user can review their own account activity:

How to Manage Your Subscription on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Managing Your Subscription

As a team administrator, you can view your subscription status, access invoices, and manage billing through the subscription dashboard.

Viewing Subscription Status

Navigate to your Team Settings by clicking your team name in the navigation.
Click Subscription in the team menu.
View your current plan details, including:
- Your active plan and its features.
- Billing cycle and next payment date.
- Number of seats used versus available.

Viewing Invoices

From the subscription page, click Invoices.
View your billing history with past invoices and payment amounts.

Updating Payment Information

From the subscription page, click Manage Billing to open the Stripe billing portal.
In the Stripe portal, you can:
- Update your payment method (credit card or other).
- Change your billing address.
- Download past invoices as PDFs.
- Cancel or modify your subscription.

Free Trial

New teams start with a free trial period. During the trial: