Account Owner

Account Owner

Clients can be designated as Account Owners by their Firm Administrator.  Account Owners have viewing and editing privileges that non-Account Owners do not have. 

This includes: 

  1. Overview of Account information (Note: Client Service Teams will be notified of changes to Account information.
  2. Contacts tied to the account (not editable)
  3. Payroll information (editable)
  4. Logins (editable)
  5. All files associated with the Account

To check if you are an Account Owner:

  1. Click Accounts on the left-hand navigation.
  2. Look for the check box under the Account Owner column.




Account Overview of Account Owner:




Account Overview of Non-Account Owner: 





To Invite Contacts into Liscio as an Account Owner: 



  1. Click Invite a Contact in the lower-left corner.
  2. Type in the recipient's first and last name.
  3. Click the blue plus (+) button.
  4. Enter the recipient's email.
  5. Select an Account (Note: You can only invite contacts to join Accounts that you are the Account Owner of)
  6. Click Ok (Note: This will create the Contact but will not invite them in)
  7. Click Invite
Note: Accounts Owners can only resend invites expired invitiations to contacts they have created.  They cannot send reset password links.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Account Owner, What Does That Mean?

        Account Ownership grants a Contact viewing and editing privileges of their Account.  They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. As an Account ...
      • How to Add a Relationship

        Relationships can be added on the Account OR Contact level.  Navigate to a Contact. Click the Accounts tab. Click +Account in the upper right-hand corner. Choose Existing Account (if the account exists in Liscio) or New Account (if it does not exist ...
      • How to Set Up and Invite a Test Contact

        Your firm and its employees may want to set up test Contacts so you can see the client's view on both the desktop and the Mobile App. You must use a personal email for the primary email when creating a contact.  To Create a Contact: Click +Add New at ...
      • Quickly Add New Contacts and Accounts When Uploading a File

        When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Make Private box. Click on the To  field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
      • How to Create a Contact

        There are two ways to create a Contact: Method 1: Click +Add New in the upper-left of the screen. Click Contact. Fill out the pertinent information. Scroll to the bottom and click Create Contact. Method 2:  Click on the Contacts page on the left-hand ...