Troubleshooting and account safety

How do I fix a missing tenant document in LOXA?

Open the organization document and review its related tenant and sharing status. The document becomes visible after correct sharing is enabled.

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 intended file and tenant ready before you begin.

Step by step

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

  2. Open the organization document and review its related tenant and sharing status

  3. Enter or review the intended file and tenant.

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

  5. Verify that the document becomes visible after correct sharing is enabled.

What should happen

The document becomes visible after correct sharing is enabled.

Open this workflow in LOXA