Organization settings

How do I reorder tenant profile fields in LOXA?

Use the profile settings controls to place fields in the desired order. The portal uses the saved field order.

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 the sequence residents should follow ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Use the profile settings controls to place fields in the desired order

  3. Enter or review the sequence residents should follow.

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

  5. Verify that the portal uses the saved field order.

What should happen

The portal uses the saved field order.

Open this workflow in LOXA