People & roles
Invite approvers, organize roles for routing, and manage the operator team.
The platform has two populations of people:
- Approvers — workspace users who decide requests in the TrustLoop app. Managed under People & roles.
- Operators — console users like you. Managed under Settings → Team.
Approvers
People & roles lists every approver with their role. Invite a new approver by email and role: they receive an invite link (valid for 7 days) that walks them through installing and registering in the TrustLoop app. Invites can be resent while still pending; removing a person revokes their access to the queue.
Roles
A role is a named group of approvers — "senior adjusters", "finance reviewers" — that routing rules can target instead of a named person. Create, rename, and delete roles from the roles directory; assign them per approver from the people table.
Every workspace starts with a built-in approver role — it's the
target of the default routing, so anyone holding it receives
requests agents submit.
Operators
Settings → Team manages console access: invite an operator by email (the invite link is valid for 7 days), resend or revoke pending invites, and remove operators. You can't remove yourself or the last operator of a workspace — someone always keeps the keys.
Operator invites and approver invites are different flows: an operator invite grants console access, an approver invite grants TrustLoop app access.