Users and roles

How do I protect the organization owner role in LOXA?

Ask the current owner to handle any ownership change outside the staff-role form. Staff administrators cannot grant owner-level access.

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 a confirmed ownership handoff ready before you begin.

Step by step

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

  2. Ask the current owner to handle any ownership change outside the staff-role form

  3. Enter or review a confirmed ownership handoff.

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

  5. Verify that staff administrators cannot grant owner-level access.

What should happen

Staff administrators cannot grant owner-level access.

Open this workflow in LOXA