As your team grows, you'll need to grant them access to Liscio. Here's how to do so.
Adding Employees in Liscio
Note: Only Firm Admins can add employees.
Select the three dots (bottom-left corner)
Go to Admin → Users
Select +Employee
Enter the employee’s First Name, Last Name, and Email Address
Choose their Role (Firm Admin, Firm Employee, or Specialist)
Select Create.
The employee will now receive an email invitation to join Liscio.
Optional Settings:
Signing Authority
Allows this employee to sign Engagement Letters and Consent to Release formsDefault Message Recipient
Receives Alerts when:A client uploads a file
A client updates Account info
And there is no Client Service Team assigned
There can only be one Default Message Recipient per firm
Need to Resend the Invite?
Hover over the employee’s name
Select the arrow icon on the far right to resend