How to Add Employees
Note: To add an employee, you must be a Firm Admin.
Click the ellipses (3 dots) in the bottom left corner.
Click Admin.
Click Users.
Click the Employees tab in the top of your screen.
Click + Employee.
Fill out the employee's First Name, Last Name, and Email Address.
Choose a role for the Employee.
Grant Signing Authority, or leave the checkbox blank.
Signing Authority defined: Signing Authority allows the employee to sign on behalf of the firm when engagement letters or consent to release letters are sent.
Grant Default Message Recipient, or leave the checkbox blank.
DMR defined: The Default Message Recipient will receive notifications when Account changes are made and if files are uploaded to an Account when there are no Client Service Team members assigned to an Account. There can only be one Default Message Recipient.
Click Create.
The Employee will now be invited to Liscio.
Contact Us
Related Articles
How to Resend an Invite to an Employee
To resend an invite to an employee in Liscio, you must have Admin privileges. Click the Ellipses (three dots) on the bottom left of the screen. Click Admin. Click Users. Click the Employees tab. Locate record(s) that have the red exclamation point on ...Employee Roles
There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...Client-to-Client Communcations (Tutorial Video)
Watch this video to learn: How to create messages. How to add an additional recipients to a message thread. How to share files. How to invite others into Liscio (Account Owners only).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 ...How to Edit Employee Info
The following employee info can be edited by Firm Admins only: First, Middle, and Last Name Job Title Email address Phone Number Role Grant Signing Authority Assign the Default Message Recipient Note: Employees have the ability to edit their own ...