Contact Did Not Receive Invite
Occasionally Liscio Invites will go directly to spam folders due to the email provider's sensitive spam filters.
If the contact does not find the invitation, please have the client follow the steps below to get them set up with Liscio:
1. Go to the Liscio Login Page.
2. Click Forgot Password.
3. Enter Email Address (same as listed in Liscio).
4. Click Submit.
5. Find the Password Reset Request in the email inbox.
6. Click Reset Password.
7. Create a password.
8. Click Submit.
9. Login to Liscio using your new password.
10. Accept the Terms of Service.
Contact Us
Related Articles
How to Reset Your Password
Navigate to your Liscio login screen. Click Forgot your password? Enter your email associated with your Liscio account. Click Submit. Navigate to your email. Click Reset password. Enter a new password. Click Submit. Log in using the email associated ...How to Reset Your Password
If you don't know your password: Navigate to your Liscio login screen. Click Forgot your password? Enter your email associated with your Liscio account. Click Submit. Navigate to your email. Click Reset password. Enter a new password. Click Submit. ...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 ...Change Password
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 ...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 ...