If a client is having issues logging in with Multi-Factor Authentication (MFA), there are two ways you can help them get logged into Liscio.

Using Single Sign-On with Google or Microsoft 365 (Office 365)

Deactivating and Reactivating the Contact

1. Click the Contacts page and search for the Contact.
   
2. Check the Accounts tab and make a note of the Accounts the Contact is tied to, the relationship type, and if they are an Account Owner. You will have to reconnect all Accounts at the end.
   
   
3. Check the Tasks tab. Any Tasks that are Open or Pending Review will be closed when the Contact is archived. You must re-open the tasks after reactivating the Contact record.
   
   
4. Go to the Overview, click the ellipses (three dots) in the upper-right, and select Archive Contact.
   
5. Click Proceed.
   
6. Click Reactivate contact in the upper-right.
   
7. Go to the Account tab and reconnect Accounts. Ensure to assign the correct Relationship type and add as Account Owner if necessary.
   
8. On the Overview tab, click the ellipses (three dots) in the upper-right and select Send Invite.
   
9. Go back to the Tasks tab, locate the Open and Pending Review Tasks that were closed and re-open all appropriate Tasks. The 'Last Activity At' column will help indicate which tasks were just closed.
   Note: Pending Review tasks will move to Open when the task is re-opened.
   
10. The client will receive a Liscio invite and must create a new password.
    
11. When the client is in their Liscio Account they MUST go to their Security Settings and disable MFA.
    
    
12. After disabling MFA, the client can enable again.