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 found in the address bar when logged into Liscio.
Note: If you have a Wix website, you may run into security restrictions that prevent you from connecting to the plugin. Please reach out to their support for assistance.
Disclaimer: Liscio is not responsible for adding this login plugin to your website. Liscio is also not responsible for troubleshooting the plugin.
How to Log In to Liscio
You will need to accept your invitation and set up your Account before attempting to log in. Learn how to do that here: How to Set Up Your Account. After setting up your Account, you will be able to log in: 1. Go to https://app.liscio.me/ or your ...
Log Me In As
The Log Me In As feature allows Firm Admins to log in as any employee in Liscio without needing their username or password. This feature was built to allow complete transparency when an employee is out of the office. To use the Log Me In As feature ...
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 ...
Liscio Invitation Is it past 7 days? If yes, the link is expired and your firm will need to resend your invite. Are you looking at the most recent email? What browser are you using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend ...
Increasing Client Adoption
If you find you are having trouble getting your clients to start using Liscio, here are a few methods we have found work well: Save your staff time explaining what Liscio is and why you're switching by adding firm-wide signatures. See the PDF below ...