Organization settings

How do I review organization settings safely in LOXA?

Open each settings tab and compare it with your operating policy. The team can document current configuration.

For
Organization owner, Organization admin
Updated
August 9, 2026
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 dates, money, fields, and portal configuration ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Open each settings tab and compare it with your operating policy

  3. Enter or review dates, money, fields, and portal configuration.

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

  5. Verify that the team can document current configuration.

What should happen

The team can document current configuration.

Open this workflow in LOXA