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Welcome to Loyalsnap's Help Center

How to Create a New User

Loyalsnap lets you add an unlimited number of user accounts, so your whole team can work in the Portal. This article shows you how to add a new user and set what they can see and do.

Who can use this

You need the User Admin permission to add users and set their permissions. If you don’t have it, ask a teammate who does.

How to create a new user

  1. Click your User Icon in the top-right corner of your Portal.
  2. Click Settings in the dropdown, then choose Team.

Settings menu

Team page

  1. Click + Add User.

Add User button

  1. Enter the new user’s First Name, Last Name, Email, and (optional) Phone.
  2. Set the user’s options (see below), including Weekly Emails and Reply to User.
  3. Under Studio Access List, choose every studio this person should be able to work in.
  4. Turn on the Permissions this user needs.
  5. Click Save.

User options and roles

Here’s what each option on the user form does, and when it appears:

  • Weekly Emails: The user receives weekly dashboard reports by email. Available when creating or editing a user.
  • Reply to User: Replies to emails this user sends from the Dashboard go to their own inbox instead of the studio’s inbox. Emails are always sent from the studio’s email address. Available when creating or editing a user.
  • Studio Access List: The studios this user can work in. Add every studio they should access.
  • Default location: For accounts with three or more locations, sets the studio this user lands on by default when they log in. This field appears only when your account has three or more locations.
  • Permissions: Control which features the user can access. See User Permissions for a breakdown of each one.
  • MFA Enforced (Support Only): Requires the user to sign in with multi-factor authentication (an extra verification step). This option is managed by the Loyalsnap team and appears only when editing an existing user.
  • Roles: Determine the user’s access within the studio, including which dashboard categories they see. Assign one or more roles (for example, Staff). Roles appear when you edit an existing user, so set them after the user is created.
💡 Tip: To add roles or adjust settings, reopen the user from Settings → Team — the Edit User window includes the Roles section.

What happens next

The new user gets an email prompting them to create a password. Once they set it, they can log in and access everything you gave them permission for.

⚠️ Note: Users with access to more than one studio can switch studios from the studio name in the top-left header or from Portal Search (⌘K / Ctrl+K).

Frequently asked questions

The new user didn’t get the invite email — what now?
Ask them to check spam. If it’s still missing, confirm the email address is correct in Settings → Team; you can edit the user and re-save to resend the prompt.

How do I give a user a role?
Save the user first, then reopen them from Settings → Team. The Roles section appears when editing an existing user.

I don’t see “MFA Enforced” — where is it?
It’s a Support Only option managed by the Loyalsnap team, and it only shows when editing an existing user. Contact support if you need MFA enforced for a user.

Can I change a user’s permissions later?
Yes. Open the user from Settings → Team at any time to add or remove permissions and roles.

If you have any questions, reach out to our support team and we’ll be happy to help.