Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities.
The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in your Inbox under the Alerts tab) when file uploads or profile changes (such as a phone number or address) occur in an Account. Additionally, if a client adds a custom message when uploading a file, the CST members will receive this message in their inbox. There can only be 5 CST members per Account.
An option may be turned on to limit possible message recipients to only the employees on the Client Service Team. More info can be found here.
Note: When no Client Service Team is assigned, the Default Message Recipient will receive the Alerts.
To bulk assign an Employee to multiple CSTs, please contact support@liscio.me.
To Assign Client Service Team by Account
Go to the Accounts page and navigate to the Account to which you would like to assign a CST.
Click the plus sign in the upper-right corner of the Account Overview.
Select the Employees you would like to add.
Note: Click the pictures of a Client Service Team Member to display their names, contact information, and reveal the option to remove a Client Service Team Member.
To Assign Client Service Team by Employee - Admins Only
1. Click the Ellipses (three dots) in the lower left of your screen.
2. Click Admin.
3. Click Users.
4. At the top, click Employees.
5. Hover over an employee, navigate to the far right, and click the headphones icon.
7. You will be taken to the Employee's Assigned Accounts page. If you have already assigned them to other Accounts, you will see a list of those here.
8. To assign additional Accounts, click the blue +Assign Accounts button in the upper right corner.
9. The dropdown menu will list all of your Accounts from which to choose. You can also type to search.
10. Select the desired Account to assign the Employee to the CST.
To remove a Client Service Team member by Account:
- Click on the Accounts page on the left-hand side of the screen.
- Use the search bar at the top of the list to search for a specific Account.
- Click on the Account.
- Click on the gray bubble with the employee's initials on the right-hand side of the screen.
- Click Remove.
To Remove Client Service Team by Employee - Admins Only
1. Click the Ellipses (three dots) in the lower left of your screen.
2. Click Admin.
3. Click Users.
4. At the top, click Employees.
5. Hover over an employee, navigate to the far right, and click the headphones icon.
6. Click the 'X' to the far right of each account.
Contact Us
Related Articles
Client Service Team (CST) Restriction
If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team. Here's a quick example: Leslie is tied to Dunder Mifflin. ...Alerts for File Uploads and Account Updates
Alerts are notifications for manual client file uploads and Account updates. Account updates include any changes a client makes on their Account Overview, Payroll, or Logins tab. Alerts can be replied to and archived just like a message. When you are ...Client Service Team - Bulk Uploading
To bulk upload Client Service Teams: Download an Accounts report. In the column labeled customer_service_team, make any necessary changes. Note: There can only be five employees per CST. Learn more about CSTs here. Save the Excel file. Send the ...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. Account Owners can ...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 ...