Profile & Administrator Settings
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 ...
Trusted Domains
Liscio empowers Firm Admins to manage which domains their firm can connect to Third Party Apps. This feature helps prevent unauthorized connections by allowing only approved domains. Setting Up Trusted Domains Accessing Preferences From the ...
Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
Out of Office Away Status
The Away Status allows firm users to notify others when they are out of the office. When turned on, this global setting is made visible across the Liscio platform. Additionally, if clients or team members send messages, upload files, respond to ...
Text Log
The Text Log shows a record of text messages sent through Liscio by all members of your firm. You must be a Firm Admin to access your firm's text log. To access your firm's text log: Click the ellipses (three dots) in the lower-left corner. Click ...
How to Change your Email Address in Liscio
Only Admins have the access to change firm users email. If a firm user needs to change their email address, follow the steps below: Click the ellipsis (three dots) in the bottom left corner > Admin Click Users and search for the contact you want to ...
How to Change Your Profile Picture
Click your name on the lower-left corner of the navigation. Click the Edit icon in the upper-right corner. Click the Change Profile Picture button under your first name. Drag and drop, or browse for your new profile picture. Click Done. ...
How to Edit Profile Information
Click your Profile (name) on the bottom left of the screen. Click Edit Profile in the upper-right corner. Items to edit: Profile picture Phone number Name Title Grant Signing Authority (Firm Admins only) Click Update.
How to Grant Signing Authority
Signing Authority allows any Firm Administrator's signature to appear at the bottom of consent to release letters or engagement letters. If you are a Firm Admin you can grant Signing Authority to yourself or other Firm Admins. To grant signing ...
How to Deactivate an Employee
If an employee leaves your firm, you may want to deactivate (archive) their record. Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio. Only Firm ...
How to Edit Employee Info
The following employee info can be edited by Firm Admins only: First, Middle, and Last Name Job Title Email address Phone Number Role Grant Signing Authority Assign the Default Message Recipient Note: Employees have the ability to edit their own ...
Employee Roles
There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...
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. What Admins Can See with Log Me ...
How to Reset Your Password
If you don't know your password: Navigate to your Liscio login screen. Click Forgot your password? Enter your email associated with your Liscio account. Click Submit. Navigate to your email. Click Reset password. Enter a new password. Click Submit. ...
Security Settings: Device Logins
The Security Settings feature provides a comprehensive list of all devices where your Liscio account is currently logged in. It allows you to log out from any specific device individually or from all devices simultaneously by changing your password. ...