Account Setup

Become a Loxo Expert

Stay on top Loxo tools with our learning checklist. We provided recommended timelines and learning points but adjust based on your own needs

Written by Keely Middleton
Updated over a week ago

Use Loxo's File Sharing Site to Upload Data

Easily share large files with Loxo's Data Migration team through our simple file sharing process

Written by Sarah McCaslin
Updated over a week ago

General Data Protection Regulation (GDPR)

We're committed to partnering with Loxo customers and users to help them understand and prepare for the GDPR

Written by Sarah McCaslin
Updated over a week ago

Permissions for Teams

Build permissions for your teams to limit what each team can see and have access to within Loxo #permissions #restrictions #security

Written by Sarah McCaslin
Updated over a week ago

Tracking Sent Emails

You can track your emails sent from Loxo under Gear Icon > Emails

Written by Keely Middleton
Updated over a week ago

Sync your Gmail account in Loxo

Sync your Gmail account in Loxo by following the email sync process below.

Written by Sarah McCaslin
Updated over a week ago

How to Authenticate Loxo's Domain

Edit your DNS settings within your domain host to make sure messages are trusted by receivers and don't end up going to their spam box

Written by Sarah McCaslin
Updated over a week ago

Data Migration Checklist

Data migration can be overwhelming so to help you feel comfortable with the process we have a checklist to help you get started!

Written by Keely Middleton
Updated over a week ago

Add a Payment Method to activate your account

#payment #credit card #plan type

Written by Sarah McCaslin
Updated over a week ago

Account Settings

#billing #settings #setup

Written by Sarah McCaslin
Updated over a week ago

How do I add or delete Loxo users?

Add or delete users associated with your account. You can do this in Setup as long as you have an active credit card on file.

Written by Sarah McCaslin
Updated over a week ago

What is the difference between user and admin permissions?

Use permissions to allow differences between users in your database

Written by Sarah McCaslin
Updated over a week ago

How do I sync my email and calendar with Loxo?

Syncing your email and calendar with Loxo will save you tons of time and eliminate data entry.

Written by Sarah McCaslin
Updated over a week ago

How do I create an email signature?

Emailing your network from within Loxo will save you a lot of time and you can personalize your messages with a custom signature!

Written by Sarah McCaslin
Updated over a week ago

Where do I update the Default Currency?

Update the currency in Loxo that aligns with your business needs.

Written by Sarah McCaslin
Updated over a week ago

Setup the Time Zone for your agency

Having the correct time zone associated to your account will help maintain accuracy with scheduling and sending emails

Written by Sarah McCaslin
Updated over a week ago

Placement and Contract Detail Report

Find all of your placement details in one spot under the Contracts/Placements report view #active #contracts #placement #revenue #margins

Written by Sarah McCaslin
Updated over a week ago

How do I publish my jobs to job boards?

Push your jobs to the most popular job boards through Loxo.

Written by Sarah McCaslin
Updated over a week ago

Loxo’s Data Migration

Efficient - Timely - Satisfactory

Written by Sarah McCaslin
Updated over a week ago