How to Safely Share Loop Pages with Clients and Partners
You can share Loop Pages with clients and partners safely. Set the right permissions first. Use secure links to share. Manage guest access carefully. Loop pages help your team work together at the same time. This makes business tasks faster and easier. But sharing these pages without care can cause problems. You might have data leaks, malware, or compliance issues.
Common risks include:
Data leaks from people making mistakes
Getting malware
People getting in because of weak controls
Sending files without protection
Threats from people inside the company
Breaking rules for compliance
Old accounts still having access
If you follow best practices, you can avoid these mistakes. This keeps your business information safe.
Key Takeaways
Set clear permissions before you share Loop Pages. This helps you control who can see or change your content. - Always use secure links that only let certain people in. This keeps unwanted viewers away from your pages. - Use sensitivity labels to mark and protect important information. This keeps your data safe, even if it is shared or downloaded. - Manage guest access carefully. Check permissions often and remove access when it is not needed. - Review and update sharing settings often. This helps stop data leaks and keeps your business information safe.
Share Loop Pages Securely
Sharing Loop pages with clients and partners can seem hard. But you can do it safely if you follow some easy steps. These steps help keep your information safe and make teamwork better.
Configure Permissions
Set up permissions before you share Loop Pages. This lets you pick who can see or change your content. Here is what you should do:
Look for the share menu at the top right.
Choose if you want to share the whole workspace or just one page.
Type the email of the person you want to invite.
Click “Send” or “Invite.”
Tip: Your IT admin must turn on guest sharing before you can invite people outside your company.
Give people only the access they need. Start with read-only access. Only let people edit if they really need to. You can set a time limit for guest access. This means people lose access after a set time, which keeps your data safer.
Here are some best practices for permissions:
Turn on external sharing at both the organization and site level.
Give only the smallest permissions needed.
Use time limits for guest access.
Check guest permissions often and remove them when not needed.
Only let trusted groups or domains share.
Use approval steps for extra checks.
Watch and check sharing activities.
Admins can control who makes Loop workspaces and who can share them. They can set these rules for everyone or just some groups. This helps keep sharing safe and organized.
Use Secure Links
Always use secure links when you share Loop Pages. These links let you pick who can open your content. You can share with certain people, so only they can see the page.
To share a secure link:
Open the Loop page you want to share.
Click the share button.
Pick “Specific people” as your link type.
Type the emails of your clients or partners.
Send the link.
Note: Secure links stop unwanted people from seeing or changing your Loop pages. If someone leaves your project, you can take away their access right away.
Admins can set rules so only some people can share outside the company. This keeps your business information safe and helps you follow company rules.
Apply Sensitivity Labels
Sensitivity labels give more protection when you share Loop Pages. These labels help you mark content as confidential, internal, or public. When you use a label, you set rules for who can see or change the page.
Sensitivity labels can add watermarks, headers, or footers to your Loop pages. This shows when something is sensitive.
Labels can lock your content, so only allowed users can open it.
The protection stays with your Loop page, even if someone downloads or moves it.
Labels also control if people can share your page from devices that are not managed.
Tip: Sensitivity labels work with other Microsoft 365 tools, like SharePoint and OneDrive. This means your Loop pages follow the same security rules as your other files.
Admins can set up these labels to fit your company’s needs. They can use tools like Microsoft Purview to watch and manage sensitive data. This helps you follow rules like GDPR and keeps your business following the law.
If you set permissions, use secure links, and add sensitivity labels, you can share Loop Pages with clients and partners safely. You keep your data safe and your projects on track.
Invite Guests
Send Invitations
You want to work with people outside your company. Maybe you have clients or partners who need to see your work. You might think you can just send an invite through Loop. Right now, you cannot invite guests from outside your company to Share Loop Pages directly. The Loop app only lets you share with people inside your own company. If you try to enter an outside email, the system will not let you send the invite.
So, what can you do? Microsoft suggests using OneDrive or SharePoint for sharing with guests. These tools let you invite people from other companies. You can send them a secure link. They can view or edit the files you choose. This keeps your information safe and gives you more control.
Tip: Always check with your IT admin before you try to invite guests. Your company may have special rules for sharing.
Manage Guest Access
Managing guest access is very important. If you do not control it, you could face big problems. You might have data leaks or even let in hackers. You need to know who has access and what they can do.
Here are some smart ways to manage guest access:
Review guest access often. Remove anyone who no longer needs it.
Set limits on what guests can do. For example, let them view but not edit.
Use domain restrictions. Only allow guests from certain companies.
Watch for too many permissions. Do not give guests more access than they need.
If you do not manage guest access well, you risk data breaches, phishing, and insider threats. You could also share sensitive information by mistake. Always follow the principle of least privilege. Give guests the smallest amount of access needed.
Note: You can remove a guest’s access at any time. This helps keep your data safe if someone leaves the project.
Set Link Permissions
Setting link permissions is a smart way to control who can see or change your Loop pages. You get to decide how much power each person has. This helps you keep your work safe and organized.
Choose Link Type
When you Share Loop Pages, you pick a link type. Each type gives a different level of access. Here’s what you need to know:
View-only links let people read your page but not change anything. This is great when you want to share info but keep it safe from edits.
Edit links allow others to change your content. This helps with teamwork, but you should only use it with people you trust.
Specific people links limit access to just the people you choose. This is the safest option because only those you invite can open the page.
Tip: Always use the most restrictive link type that still lets your team get their work done. This keeps your data safe.
Restrict Editing
You can stop others from making changes by setting pages to view-only. This is important if you want to protect your work from mistakes or unwanted edits. When you restrict editing, you lower the risk of someone changing or deleting important info.
Use view-only links for clients or partners who just need to see your work.
Give edit access only to people who must update the page.
Review who can edit your pages often. Remove editing rights if someone no longer needs them.
A table can help you decide:
Lock Pages
Right now, you can’t lock a whole workspace in Loop. You also can’t set group-based read-only permissions. But you can lock a single page by making it read-only. This stops others from editing and keeps your content safe.
Open the share dialog and set the page to view-only.
If you want to share a locked page in a workspace, create it outside the workspace, set it as read-only, and then link it back.
Locking pages helps prevent mistakes and keeps your work the way you want it.
Note: Loop stores your content in SharePoint Embedded. This means you get strong security and access controls from Microsoft 365.
Monitor and Manage Access
Keeping control over who can see your Loop pages is just as important as setting up sharing in the first place. If you want to keep your business safe, you need to check access often and fix problems right away. Here’s how you can stay on top of things.
Review Shared Users
You should check who has access to your Loop pages on a regular basis. This helps you spot anyone who should not see your content. In Microsoft 365, you can use the share dialog in Loop to see a list of people with access. You can also use Cloud Policy settings in the admin center to control who can create and view Loop files. These settings let you set permissions for each person or group.
Open the Loop page and click the share button.
Look for the list of users who have access.
Check if everyone on the list still needs access.
Remove anyone who no longer works on the project.
Tip: Make it a habit to review shared users every month. This keeps your data safe and up to date.
Revoke or Update Access
Sometimes, you need to change who can see or edit your Loop pages. Maybe someone left the team, or a client finished their part. You can easily update or remove their access.
Go to the share dialog for your Loop page.
Find the person you want to update.
Change their permission from edit to view-only, or remove them completely.
Save your changes.
If you use sensitivity labels, remember that changing them can sometimes cause issues. The app might freeze or show errors. If this happens, try refreshing your browser, clearing your cache, or using a different browser.
Troubleshoot Issues
You might run into problems when you Share Loop Pages. Sometimes, users get blocked by sensitivity labels or see errors when trying to open a page. Other times, permissions do not work as expected after a policy update.
Here are some steps you can try:
Check your internet connection.
Make sure the page’s permissions are set up right.
Try a different browser or clear your cache.
If you still have trouble, contact your IT admin or Microsoft support.
Note: Microsoft 365 does not have a special tool for tracking who accessed your Loop pages. You need to rely on permission settings and regular reviews to keep things secure.
Regular audits and quick fixes help you keep control. If you stay alert, you can Share Loop Pages with confidence and keep your business information safe.
You can keep your business safe when you share documents with clients and partners. Start by setting clear permissions and using secure links. Review who has access often. Always follow your company’s rules and teach your team about safe sharing. Here are some key tips from real business cases:
Control access to stop data leaks.
Track changes with audit trails.
Make sharing easy so everyone uses it.
Stay alert and update your settings often. This helps you protect your information and build trust.
FAQ
How do you remove someone’s access to a Loop page?
Open the Loop page. Click the share button. Find the person’s name. Click “Remove” next to their name. That person can’t see the page anymore. You stay in control of who gets access.
Can you see who viewed your Loop page?
No, you can’t see a list of viewers. Loop does not show you who opened your page. You can only check who has permission to view or edit.
Tip: Review permissions often to keep your data safe.
What happens if you share a Loop page with the wrong person?
You can fix it fast. Go to the share settings. Remove that person’s access right away. They won’t see the page anymore.
Always double-check emails before sharing.
Can guests edit Loop pages?
Guests can only edit if you give them permission. Set their access to “edit” when you share. If you want them to just look, pick “view-only.”
