Monitoring Employee Activity on the Admin Users Page
As a firm administrator in Liscio, you can monitor your team's actions to ensure compliance with security policies and proper feature usage. The Admin → Users page offers key insights into which employees have Multi-Factor Authentication, Outlook or Gmail Email Integration, and SMS enabled.
Accessing the Admin Users Page
To access the Admin Users page, follow these steps:
- Click the Ellipses (…) at the bottom of the left-hand menu.
- Select Admin.
- Click on Users.
Only firm administrators have access to this page.
Key Columns in the Admin Users Page
On the Users page, you’ll find several columns displaying important information regarding employee feature usage. This includes:
- MFA (Multi-Factor Authentication) Status: This column shows whether employees have MFA enabled for their account. If enabled, you'll see an "Enabled" indicator next to the employee’s name.
- Email Integration: This column displays whether employees have connected Outlook or Gmail to Liscio. This is essential for bringing in client emails to their Timelines and managing communication in one place.
- SMS Usage: This column tracks which employees are using the SMS feature for two-way texting with clients. These messages will appear on client Timelines for firm-wide transparency.
Benefits of Monitoring User Activity
By keeping track of these features, you can ensure:
- Security Compliance: Ensure that all employees are using multi-factor authentication (MFA).
- Email Integration: Easily identify which employees have their email connected, allowing them to bring in relevant client emails into Lisio.
- Cost Management: Track and control SMS usage.
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