How to Edit Employee Info
The following employee info can be edited by Firm Admins only:
Note: Employees have the ability to edit their own Name, Title, and Phone Number.
- Click the ellipses (three dots) in the lower-left corner.
- Click Admin.
- Click Users.
- Click the Employees tab at the top.
- Hover over the employee record and click the edit icon on the right-hand side.
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. Click the ellipsis (three dots) in ...
Edit Profile Information
1. Click your name in the lower-left corner. 2. Click the Edit Profile in the upper-right corner. 3. Click on any field to edit the information. 5. Click Update.
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.
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 ...
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 ...