How to invite collaborators

You can also invite collaborators in the Users section of Account Settings if you are the subscriber/owner of the calendar(s)

Each collaborator who is invited will receive an email invitation requesting them to join. They will either need to create a Loomly account or log in if they have an existing Loomly account.

You can assign a collaborator one of four predefined roles. Read about the permission levels for each role here.

Make onboarding seamless for your clients with our Client Handbook and Client Onboarding Video Tutorial!

You can also create Custom Roles with the Advanced Plan and up

Original Workflow: our most extensive workflow, which means you should have 6 different post states (Draft, Pending Approval, Requires Edit, Approved, Scheduled & Published). This workflow is ideal for larger teams or if multiple collaborators are involved in the approval process. This means that after a post is approved, you need to click on "schedule" to actually schedule it.

Lite Workflow: automatically schedules approved posts, with 5 different post states (Draft, Pending Approval, Requires Edit, Scheduled & Published). This workflow is ideal for smaller teams or if one collaborator is in charge of the approval process.

Zero Workflow: automatically schedules approved posts, with 3 different post states (Draft, Scheduled, and Published). This workflow is ideal if one collaborator is in charge of the approval process. 
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Custom Workflow: automatically assign users to specific post statuses and block movement into a post status by requiring specific users to act.

Select Collaborators in the dropdown in the Assigned To menu, which is available in List View and Post View

You can assign collaborators to multiple posts with our bulk actions feature in List View

Once assigned, a collaborator is notified by email, through a push notification on mobile, or Slack and Microsoft Teams notifications (if Slack or Microsoft Teams has been activated)

Multiple collaborators can be assigned to a post so they can take part in the approval and publishing process

You can also assign a post to Everyone if your team works in batches

Leave internal comments in Post View to your team that you can edit or delete later

@mention certain collaborators if you want to leave a direct comment for them

Comment history and changes history is available for all collaborators

Mark comments as private so that they are invisible to those assigned to a client role

Pin comments that you believe are important so that they are visible at the top of everyone's post history

Notifications are sent via email, through a push notification on mobile, a Slack or Microsoft Teams notification (if Slack or Microsoft Teams notifications has been activated)

Set notification settings for actions in each of your calendars from the Notifications section of your Account Settings

Assign Interactions to collaborators to ensure your team properly engages with your audience

Check who has replied to a specific interaction to keep track of all your communication

Filter interactions by assignee so you can see the interactions you or your collaborator have been assigned