How do I create a LOXA organization?

Before you start

• You need access to the Getting started workflow in your LOXA role.
• Have organization name and primary contact ready before you begin.

Step by step

1. 1

   Sign in to LOXA and open Getting started.

2. 2

   Create an account, then name the organization that will own the portfolio records

3. 3

   Enter or review organization name and primary contact.

4. 4

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

5. 5

   Verify that the organization opens on the setup checklist.