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Account Setup
Account Setup
Learn how to setup your Loxo account
20 articles in this collection
Written by
Sarah McCaslin
Billing Receipts
Access your monthly invoice receipts in Loxo
Written by
Sarah McCaslin
Updated over a week ago
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
Sarah McCaslin
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
Sarah McCaslin
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
Sarah McCaslin
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