Using LOXA on mobile

How do I reach account settings on mobile in LOXA?

Open Menu and scroll to the Account section. The selected account page opens.

For
All organization roles, Tenant
Updated
August 9, 2026
LOXA Using LOXA on mobile screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Using LOXA on mobile workflow in your LOXA role.
  • Have Users, Billing, or Settings ready before you begin.

Step by step

  1. Sign in to LOXA and open Using LOXA on mobile.

  2. Open Menu and scroll to the Account section

  3. Enter or review Users, Billing, or Settings.

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

  5. Verify that the selected account page opens.

What should happen

The selected account page opens.

Open this workflow in LOXA