Users and roles

How do I choose the organization admin role in LOXA?

Assign Organization admin to staff who manage setup and people. The user receives broad operational access.

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 administrative responsibilities ready before you begin.

Step by step

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

  2. Assign Organization admin to staff who manage setup and people

  3. Enter or review administrative responsibilities.

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

  5. Verify that the user receives broad operational access.

What should happen

The user receives broad operational access.

Open this workflow in LOXA