Troubleshooting and account safety

How do I protect exported CSV files in LOXA?

Store exports only in an approved access-controlled location. Customer records remain limited to authorized staff.

For
All organization roles, Tenant
Updated
August 9, 2026
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 report purpose and recipients ready before you begin.

Step by step

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

  2. Store exports only in an approved access-controlled location

  3. Enter or review the report purpose and recipients.

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

  5. Verify that customer records remain limited to authorized staff.

What should happen

Customer records remain limited to authorized staff.

Open this workflow in LOXA