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.
- Click +Add New at the upper-left hand side of your screen.
- Click Contact.
- Fill out the following fields (Note: making up a contact name is best practice)
- First Name: Pam
- Last Name: Beasley
- Primary Email: your personal email
- Click Save.
- Click the ellipses (three dots) on the right-hand side of the screen.
- Click Send Invite.
The invitation to Liscio will now be sent to your personal email.
Contact Did Not Receive Invite
Occasionally Liscio Invites will go directly to spam folders due to the email provider's sensitive spam filters. If the contact does not find the invitation, please have the client follow the steps below to get them set up with Liscio: 1. Go to the ...
How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...
Liscio invite emails are active for 7 days. After that time, a new invite will need to be sent. Learn how to do that here. If your invite says it is expired, but it has not been 7 days, please make sure to copy and paste the entire link. If the ...
How to Tell if a Contact is Invited: Activation Status
There are two ways to tell if a contact is Invited: 1. Click on the Contacts page on the left side of the screen. 2. Note the tabs at the top of the page. New - Invitation has not been sent. Invited - Contact has been invited but is not Active. ...
How to Reactivate a Contact
Click on the Contacts page on the left side of the screen. Click the Archived tab. Use the search bar at the top of the list to search for a specific Contact. Click on the Contact you want to reactivate. Click the Reactivate Contact button in the ...