User Permission Types

Closed Loop Solution offers three distinct user roles within the portal to ensure the right level of access for every team member. Below is a breakdown of each role and what they can do.

Executive Users

Best for: Facility owners, leadership, and administrators who need full access and oversight.
Permissions include:

  • Submit service requests and schedule pick-ups

  • Add and remove material into assets

  • Create data tags for new assets

  • Update material types

  • Access and download reports

  • View financial data

  • Manage user accounts and view user details

Facility Users

Best for: Operations leads or team members managing materials and site activity.
Permissions include:

  • Submit service requests and schedule pick-ups

  • Add and remove material into assets

  • Create data tags for new assets

  • Update material types

  • Access and download reports

Note: Facility Users do not have access to user management tools and are unable to view and retrieve user PIN codes.

Basic Users

Best for: Entry-level users and support staff who help manage material flow.
Permissions include:

  • Submit service requests and schedule pick-ups

  • Add and remove material into assets

  • Create data tags for new assets

Note: Basic Users cannot update material types, view reports, financial data, or manage users.

Need to Change a User’s Role?

If you need to update a user's permission level or information, please contact your site administrator or email our support team at info@closedloopsolution.com. We are happy to assist with all account related questions.

Previous
Previous

Navigating the Dashboard

Next
Next

Prepare Your Facility for Installation