Loxo

Go from zero to highly efficient as you get started with Loxo

Onboarding Checklist

Manage settings such as timezone, currency, font, and Loxo Boost budget for your organization

Agency Settings

Learn how to manage who has access to your Loxo database

Add or Remove a Loxo User

Customize abilities across different team members for your account

Set Up Group Permissions for Your Team

Manage what information is displayed and how for you and your team

Customize or Change Your Page Views in Loxo

Tag and color-code your jobs for agency-wide organization

Use Job Tags to Organize Jobs

Ensure your most important fields are filled in when creating records and jobs

Set Required Fields When Creating Records

Set up statuses to organize Jobs and track KPIs for reporting

Use Job Statuses to Track and Filter Jobs

Add structure for organizing jobs in Loxo using Job Tags, Statuses, and Types

Organize and Prioritize Your Jobs in Loxo

Make the necessary changes to your Job Pipeline to better align with your workflow.

Customize Your Job Pipeline

Use Progression Activities to automate your Loxo Workflow, track KPIs and quickly add notes.

Customize Your Progression Activities

Build custom fields to organize, filter, and report on your database

Add Custom Fields or Dropdown Options in Loxo

Use your Loxo Careers Page to share your open roles and receive applications

Set Up Your Loxo Careers Page

Choose what shows on the Candidate Cards across your team

Customize Candidate Cards

Set up VOIP calling with partner integrations in Loxo

Get Started with Calling in Loxo

General Data Protection Regulation (GDPR) Settings in Loxo

Easily track and manage candidate EEOC data in Loxo

EEOC Compliance Tracking

Admins can easily configure the correct time zone for your organization

Set the Time Zone for Your Organization

Admins can easily configure the main currency for your organization

Set the Default Currency for Your Account

Customize Loxo to reflect your business and branding

Branding Options in Loxo

Admins can easily configure the Loxo Boost Budget for your organization

Set Your Loxo Boost Budget

Account Configuration

Webinar Trainings

Schedule a Demo

Help Center Home Page

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Join the Loxo Community

Product Releases & Updates

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.