How to Edit Profile Information
Click your Profile (name) on the bottom left of the screen. Click Edit Profile in the upper-right corner. Items to edit: Profile picture Phone number Name Title Grant Signing Authority (Firm Admins only) Click Update.
Edit Account Information
To edit your Account Information, you must have Account Ownership. Please speak with your firm if you are unable to edit your Account. To edit your Account Information: Click Accounts. Choose the Account to edit. Navigate to the Details tab, and ...
How To Edit Account Info (Mobile)
1. Open the Liscio Mobile App. 2. Tap the menu icon (3 lines) in the upper left-hand corner of the screen. 3. Tap Accounts. 4. Tap the arrow to the right of the account you would like to edit. 5. Tap the edit icon in the upper right-hand corner of ...
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 Edit Contact Information
Click the Contacts page on the left of the screen. Search for the Contact and click to view their record. Click the ellipses (three dots) in the upper right-hand corner. Click Edit Contact. To edit Additional Details, click the down-arrow on the ...