The Log Me In As feature allows Firm Admins to log in as any other firm user in Liscio without needing their username or password.
This feature was built to allow complete transparency when a firm user 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 cannot see emails on the Emails page if the user has Email Integration turned on. However, any emails linked to client Contacts or Accounts in Liscio will still be visible within those Contacts and Accounts..
To use the Log Me In As feature you must be a Firm Administrator.
To 'Login As' another firm user:
1. Select the ellipses (three dots) in the Left-Hand Menu.
2. Select Admin.
3. Select Users.
3. Select 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. Select the Login As icon.
You will now be directed to that employee's Liscio platform.
To switch back to your Liscio account:
1. Select the ellipses (three dots) in the Left-Hand Menu.
2. Select Switch Back.
You will now be directed back to your Liscio account.