Users and roles

How do I review active organization users in LOXA?

Open Users and scan name, email, role, and status. Stale or incorrect access can be identified.

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 current staff roster ready before you begin.

Step by step

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

  2. Open Users and scan name, email, role, and status

  3. Enter or review current staff roster.

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

  5. Verify that stale or incorrect access can be identified.

What should happen

Stale or incorrect access can be identified.

Open this workflow in LOXA