How to Change your Email Address in Liscio - Firms
When your email is changed in Liscio, you will receive two automated emails: one alerting you that your email was changed, and another asking you to activate your account.
Follow the Activate Account link in this email to set a new password and access your Account.
If you don't receive these emails or are having trouble logging in, please ensure that your email address matches the one in Liscio.
End-users do not have the ability to change their own email addresses in Liscio. If an end-user contacts you asking to change their email, follow the steps below:
- Click Contacts on the left-hand navigation.
- Click on the Contact whose email you would like to change.
- Click the ellipses (three dots) in the upper-right corner.
- Click Edit Contact.
- Edit the email address.
- Click Update Contact.
How to Change your Email Address in Liscio - Clients
If you would like to change your email address in Liscio, please contact your firm. End users do not have the ability to change their own email addresses. Once your email has been changed, you will receive two automated emails: one alerting you ...
Note: These instructions are for use when you are actively logged in to your Liscio account. If you are unable to log in and would like to reset your password, please see How to Reset Your Password. 1. Click on your name (Profile) in the lower-left ...
Liscio's Rollout Email Templates
As part of your Liscio rollout, clients should be prepped ahead of their invites. A great way of doing this is through an email campaign. Liscio’s Rollout Email Templates (attached below) are meant to relay the benefits of Liscio to your clients and ...
'Contact Email Already Exists' Error
If you are creating a contact or an employee in Liscio and receive the error 'Contact Email Already Exists' it is likely there is another Contact in your platform that is assigned to that email. Liscio requires a unique email address for each ...
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. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email address & click Save. ...