Troubleshooting and account safety

How do I understand a locked onboarding action in LOXA?

Read the locked step's blocker and complete the named prerequisite. The next action unlocks.

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 required parent record ready before you begin.

Step by step

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

  2. Read the locked step's blocker and complete the named prerequisite

  3. Enter or review the required parent record.

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

  5. Verify that the next action unlocks.

What should happen

The next action unlocks.

Open this workflow in LOXA