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 see what the individual sees in Liscio. Their Inbox, 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 You won’t see anything on the Emails page if that employee has Email Integration turned on.
However, they will still see emails that are linked to Contacts or Accounts directly in those areas.
Note: To use the Log Me In As feature you must be a Firm Administrator.
'Login As' another firm user:
Select the ellipses (three dots) in the Left-Hand Menu.
Select Admin → Users.
Hover over the employee’s name.
Click the headphones icon (Log In As).
You’ll now be viewing their Liscio account.
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.