How to Add Security Questions to a Login
1. Click on the Accounts page on the left side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. In the Details tab, click the + icon in the Login Details section.
4. Hover over an Account Name to reveal the Edit icon on the right side of the record.
5. Enter Security Questions.
a. Question (e.g., Mother's Maiden Name?)
b. Response (e.g. Smith)
6. To view the Response, click the eye icon.
7. Click Save.
The Login Details Section
The Login Details section allows Account Owners to share account access information (such as logins for bank accounts, QuickBooks, Bill.com, etc.) with their firms and other Account Owners in a secure environment. This tab is available for all ...
Security Settings: Device Logins
The Security Settings will list all devices that you’re logged into Liscio with. It allows you to sign yourself out of any of those devices, or all of them at once by changing your password. Here’s how: Click on your profile picture in the bottom ...
Liscio Login Plugin (API)
Your firm can add a login plugin (API) to log into Liscio from your website. Please download the attached Word Doc and have whoever maintains your website add the plugin code. Don’t forget to include your firm’s Liscio URL in the code! This can be ...
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 ...
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...