Troubleshooting and account safety

How do I choose the correct portal after signing in in LOXA?

Confirm whether the account is an organization user or tenant. LOXA opens the matching dashboard.

LOXA Troubleshooting and account safety screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Troubleshooting and account safety workflow in your LOXA role.
  • Have the role tied to the email ready before you begin.

Step by step

  1. Sign in to LOXA and open Troubleshooting and account safety.

  2. Confirm whether the account is an organization user or tenant

  3. Enter or review the role tied to the email.

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

  5. Verify that LOXA opens the matching dashboard.

What should happen

LOXA opens the matching dashboard.

Open this workflow in LOXA