How to Create an Account

How to Create an Account

There are two ways to create an Account:

Method 1:
  1. Click +Add New at the upper-left hand side of your screen.
  2. Click Account.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and  click Create Account.

Method 2:
  1. Click on the Accounts page on the left-hand side of the screen.
  2. Click the +Account button in the upper right-hand corner. 
  3. Fill out the pertinent information.
  4. Scroll to click Create Account at the bottom of the screen.

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • Relationship Between Accounts and Contacts Overview

        Relationships tie your Contacts and Accounts together. Relationships can be added on the Account OR Contact level.  For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
      • Account Owner

        Clients can be designated as Account Owners by their Firm Administrator.  Account Owners have viewing and editing privileges that non-Account Owners do not have.  This includes:  Overview of Account information (Note: Client Service Teams will be ...
      • Quickly Add New Contacts and Accounts When Uploading a File

        When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Make Private box. Click on the To  field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
      • How to Add a Relationship

        Relationships can be added on the Account OR Contact level.  Navigate to a Contact. Click the Accounts tab. Click +Account in the upper right-hand corner. Choose Existing Account (if the account exists in Liscio) or New Account (if it does not exist ...
      • Restricted Accounts

        Restricted Accounts are accounts that only Firm Admins can access. Any Firm Admin can mark an account restricted and from then on, only Firm Admins will have access to that account. Firm Employees and Specialists will not see the accounts nor will ...