Organization settings

How do I configure the tenant profile in LOXA?

Open Tenant profile settings and add the fields residents should complete. The tenant portal presents the configured profile.

LOXA Organization settings screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Organization settings workflow in your LOXA role.
  • Have field order, label, type, requirement, and help text ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Open Tenant profile settings and add the fields residents should complete

  3. Enter or review field order, label, type, requirement, and help text.

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

  5. Verify that the tenant portal presents the configured profile.

What should happen

The tenant portal presents the configured profile.

Open this workflow in LOXA