How To Edit Account Info (Mobile)

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 the screen.
6. Edit all necessary Account info.
7. Scroll down and tap Update Account or tap Save in the upper right-hand corner.


            account_edits_gif.gif


    Contact Us

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



      • Related Articles

      • 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 ...
      • Mobile App Overview

        The Liscio Mobile App enables you to upload files and send messages to your firm.  The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...
      • 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 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 ...
      • 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 ...