Signing Up & Onboarding Your Team

Getting started with Looply is a simple and secure process. This page walks you through setting up your Looply organization, inviting team members, and preparing your environment for integration.

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1. Signing Up for a Looply Account

To begin, a designated team member (typically an IT admin, project lead, or business sponsor) should create the organization's Looply account.

• Visit: https://dashboard.looply.ai/sign-up

• Sign up using your enterprise email address (Microsoft Entra ID / Azure AD based email is preferred)

📌 Important: The first user who signs up becomes the Organization Owner (Super Admin) by default. This user will manage key administration activities, including inviting other users, connecting Azure tenants, and managing integrations.

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2. Inviting Team Members

After signing in:

1. Navigate to Organisation → Team Manager from the Looply admin cockpit sidebar

2. Click Add Team Member

3. Enter the email address of the colleague you want to invite

4. Assign a role to each user:

Role	Permissions
Admin	Full administrative access, including the ability to connect Azure tenant, deploy Teams app, manage users, and configure workflows
Developer	Access to build and manage workflows, adaptive cards, and test integrations. No access to Azure tenant connection or organization-wide settings.

1. Click Send Invite to complete the invitation process

📌 Admins can later modify user roles or deactivate accounts if responsibilities change.

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3. Setting Up Azure Tenant Connection

To allow Looply to integrate with your Microsoft Teams environment, an Admin must connect your Microsoft Azure AD tenant.

Steps:

1. In the Looply admin cockpit, navigate to Workflow → Integration

2. Under Microsoft Teams, click Connect

3. Sign in using a Global Administrator or Privileged Role Administrator Azure AD account

4. Review and approve the Microsoft Graph API permission request

5. Select Consent on behalf of your organization and click Accept

This step enables:

• Deployment of the Looply app across your Microsoft Teams environment

• User directory lookup for workflow routing

• Management of app updates and permissions centrally

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4. Preparing Your SAP Environment (Only for SAP Integration Customers)

If you plan to integrate Looply with SAP workflows:

• Install the Looply ABAP Add-on on your SAP Gateway system

• Configure an OAuth 2.0 client for secure delegated access

• Ensure relevant OData services are accessible externally or proxied securely

• Match SAP user emails (SU01) with Azure AD emails for identity propagation

👉 Full details are available in the SAP Integration: ABAP Add-on & Access section.

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5. Best Practices During Onboarding

• Assign at least two Admins for redundancy

• Use enterprise-managed accounts (no personal emails)

• Coordinate early with your SAP Basis team if SAP integration is planned

• Validate outbound HTTPS access early to avoid network issues later

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Need Help?

If you encounter any issues or have questions during onboarding, please contact [e-mail].

Our solutions team can also schedule a 30-minute onboarding workshop to help your team accelerate deployment.

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✅ Once onboarding is complete, you're ready to start building workflows, dispatching intelligent notifications, and modernizing your enterprise approvals!