Users and roles

How do I choose the accountant role in LOXA?

Assign Accountant to staff responsible for money records and reporting. Financial workflows appear according to permissions.

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 payment and reporting responsibilities ready before you begin.

Step by step

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

  2. Assign Accountant to staff responsible for money records and reporting

  3. Enter or review payment and reporting responsibilities.

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

  5. Verify that financial workflows appear according to permissions.

What should happen

Financial workflows appear according to permissions.

Open this workflow in LOXA