
Jules Thibodeau
Digital Project Manager Β· 11-50
1 review written Β· 4.0 average
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Permissions management is not a glamorous topic, but when you're running client accounts at an agency, it matters enormously. Six months in, I can say Loom handles this better than I expected. Setting up separate workspaces for each client, controlling who can view what, and making sure internal recordings never bleed into a client-facing library, all of that works cleanly. The workspace-level controls are genuinely thoughtful. I can invite a client as a viewer, keep my team's draft recordings private, and hand off finished assets without any awkward sharing workarounds. For a platform that often gets marketed as a quick async tool, the admin layer underneath is more capable than it lets on.
That said, there is one real frustration I keep bumping into: folder-level permissions are too coarse. I can lock down a whole workspace, but if I want to share one subfolder with a specific client contact while keeping adjacent folders restricted, the options get clunky fast. My workaround is creating extra workspaces to compensate, which works but adds admin overhead I'd rather not carry. It's the one place where the configuration feels like it was built for internal teams rather than agencies managing multiple external clients simultaneously.
Outside of that, the day-to-day experience is solid. Screen recording with the webcam overlay, quick editing to trim dead air, and the analytics showing whether a client actually watched the walkthrough video I sent, those features genuinely support how my team works. If you're evaluating Loom for an agency context specifically, go in knowing the permissions model will get you most of the way there, just not all of it.