Tenants and resident records

How do I configure tenant custom fields in LOXA?

Open Settings, then Tenant profile or Custom fields. The field appears on tenant records or the portal.

For
Organization owner, Organization admin, Property manager, Accountant
Updated
August 9, 2026
LOXA Tenants and resident records screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Tenants and resident records workflow in your LOXA role.
  • Have field label, type, requirement, and options ready before you begin.

Step by step

  1. Sign in to LOXA and open Tenants and resident records.

  2. Open Settings, then Tenant profile or Custom fields

  3. Enter or review field label, type, requirement, and options.

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

  5. Verify that the field appears on tenant records or the portal.

What should happen

The field appears on tenant records or the portal.

Open this workflow in LOXA