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:
- Overview of Account information (Note: Client Service Teams will be notified of changes to Account information.)
- Contacts tied to the account (not editable)
- Payroll information (editable)
- Logins (editable)
- All files associated with the Account
To check if you are an Account Owner:
- Click Accounts on the left-hand navigation.
- 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:
- Click Invite a Contact in the lower-left corner.
- Type in the recipient's first and last name.
- Click the blue plus (+) button.
- Enter the recipient's email.
- Select an Account (Note: You can only invite contacts to join Accounts that you are the Account Owner of)
- Click Ok (Note: This will create the Contact but will not invite them in)
- Click Invite.
Note: Accounts Owners can only resend invites expired invitiations to contacts they have created. They cannot send reset password links.
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