Users and roles

How do I invite a staff user in LOXA?

Open Users and select Add user. The user appears in the organization user list.

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 name, email, and role ready before you begin.

Step by step

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

  2. Open Users and select Add user

  3. Enter or review name, email, and role.

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

  5. Verify that the user appears in the organization user list.

What should happen

The user appears in the organization user list.

Open this workflow in LOXA