Restricted Accounts in Liscio
Restricted Accounts are Accounts that only Firm Admins can access by default. Any Firm Admin can mark an Account as restricted.
Firm Employees and Specialists cannot see or filter by Restricted Accounts.
However, Employees and Specialists can be granted access if a Firm Admin adds them to the Restricted Account’s Client Service Team.
See the image below for the location of the Restricted filter:
As a Firm Admin, you can mark an account as Restricted if the account exists or when creating a new account.
Account Already Exists:
Select the Accounts page in the Left-Hand Menu.
Select the Account.
Select the Details tab.
Locate the Ellipses (three dots) in the upper-right corner.
Select Edit Account.
Select the Restricted Account check box.
Scroll down and select Update Account.
Creating a new Account:
Select +Add New in the Left-Hand Menu.
Select Account from the menu.
Select the Restricted Account checkbox.