Dashboard and daily work

How do I create a tenant from the dashboard in LOXA?

Select + Tenant in the dashboard action row. The new tenant appears in tenant records.

For
Organization owner, Organization admin, Property manager, Accountant, Viewer
Updated
August 9, 2026
LOXA Dashboard and daily work screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Dashboard and daily work workflow in your LOXA role.
  • Have tenant identity and portal contact information ready before you begin.

Step by step

  1. Sign in to LOXA and open Dashboard and daily work.

  2. Select + Tenant in the dashboard action row

  3. Enter or review tenant identity and portal contact information.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the new tenant appears in tenant records.

What should happen

The new tenant appears in tenant records.

Open this workflow in LOXA