Getting started

How do I resume onboarding after leaving the dashboard in LOXA?

Open Menu, then Continue setup or Set up your portfolio. LOXA returns to the first unfinished required step.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Getting started screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Getting started workflow in your LOXA role.
  • Have the next unlocked checklist item ready before you begin.

Step by step

  1. Sign in to LOXA and open Getting started.

  2. Open Menu, then Continue setup or Set up your portfolio

  3. Enter or review the next unlocked checklist item.

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

  5. Verify that LOXA returns to the first unfinished required step.

What should happen

LOXA returns to the first unfinished required step.

Open this workflow in LOXA