Users and roles

How do I change a user's role in LOXA?

Open the user record and update the assigned role. Navigation and actions follow the new capabilities.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Users and roles screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Users and roles workflow in your LOXA role.
  • Have the new job responsibilities ready before you begin.

Step by step

  1. Sign in to LOXA and open Users and roles.

  2. Open the user record and update the assigned role

  3. Enter or review the new job responsibilities.

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

  5. Verify that navigation and actions follow the new capabilities.

What should happen

Navigation and actions follow the new capabilities.

Open this workflow in LOXA