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.
What Admins Can See with Log Me In As
With the Log Me In As feature, the Admin will, essentially, see what the individual sees in Liscio. Their Inbox view, Tasks, Requests, Profile Settings, and Notifications will all be visible exactly as the User sees.
What Admins Can NOT See with Log Me In As
With the Log Me In As feature, the Admin will not be able to see emails in the Emails page (if that user is using our Email Integration). However, any emails that are associated with client Contacts or Accounts in Liscio will be visible, just like they are naturally, within those respective Contacts and Accounts.
To use the Log Me In As feature you must be a Firm Administrator.
To 'Login As' another employee:
1. Click the ellipses (three dots) on the lower left-hand corner of the screen.
2.. Click Admin.
3. Click Users.
3. Click the Employees tab at the top of the page.
4. Hover over the Employee to reveal the Login As icon (headphones) on the right side of the record.
5. Click the Login As icon.
You will now be directed to that employee's Liscio platform.
To switch back to your Liscio account:
1. Click the ellipses (three dots) on the lower left-hand corner of the screen.
2. Click Switch Back.
You will now be direct back to your Liscio account.