Loomly allows you to collaborate with multiple clients in one place!
Inviting 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.
📝 Note:
1. If the collaborator does not have an existing Loomly account, the invitation will expire in 2 weeks. You can view the expiration date by hovering your cursor over the info sign.
2. If the invitation email was accidentally deleted or if the invitation expired, please select the Resend Invite (the paper plane) icon next to their email address to send another invitation.
3. You are allowed up to resend up to 3 invites for one collaborator. If your collaborator has not created their account and you do not have any more invites remaining, then please revoke the invite by removing it, and invite your collaborator again.
Collaborator Roles
You can assign a collaborator one of four predefined roles. Read about the permission levels for each role here.
You can also create Custom Roles with the Advanced Plan and up
Workflows
We offer 3 different workflows which determine how a post is created from start to finish
Original Workflow: allows you to review and approve content before scheduling posts. This means that after a post is approved, you need to click on "schedule" to actually schedule it. This workflow is ideal if multiple collaborators are involved in the approval process.
Lite Workflow: automatically schedules approved posts. This workflow is ideal if only one collaborator is in charge of the approval process.
Zero Workflow is ideal if you do not require an approval process.
Custom Workflow: automatically assign users to specific post statuses and block movement into a post status by requiring specific users to act.
Collaborating
Assigning Collaborators
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
Comments
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 post history are available for all collaborators, and post history allows you to view any caption changes
Mark comments as private so that they are invisible to those assigned to a Client role, and update Calendar settings to leave private comments by default
Pin comments that you believe are important so that they are visible at the top of everyone's post history
Notifications
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
Interactions
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