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.
- Overview of Account information (Note: Account Owners can edit basic account information. Client Service Teams will be notified of changes.)
- Contacts tied to the account (not editable)
- Payroll information (editable)
- Logins (editable)
- All Account Files (Exception: Private files)
Note: Account Owners can only see their personal messages and tasks.
An Account Owner's View:
Note: If Account Ownership is taken away, users will no longer have access to the Account through the Accounts tab and users will no longer have access to files that are not directly tied to their Contact record.
To assign Account Ownership:
- Navigate to an Account
- Click the Contacts tab
- Hover over a Contact
- Click Edit
- Check the Account owner? box
- Click Update
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 ...
Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...
How to Download a Contacts Report
A contact report includes the following details: First Name Middle Name Last Name Primary Email Activation Status New = uninvited Invited Active = has set up their Liscio account Expired = invite has expired after 7 days Inactive = deactivated ...
How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...