There are three Employee Roles in Liscio:
Firm Administrator
Firm Administrators can perform the following:
Add, Edit, and Archive other Firm Users
Grant Signing Authority and designate the Default Message Recipient
Use the Login As Feature
Add, Edit, or Delete Tags and Templates
Monitor text logs
Restrict Accounts
Set up Integrations and monitor eDoc balance
Upgrade the firm from the System Billing page
Note: There is no limit to the number of Firm Administrator Roles per Firm.
Firm Employee
Firm Employees can utilize the principal features of the Liscio platform (Accounts, Contacts, Tasks, Messages, Files, Requests, etc.). Firm employees cannot perform any of the Firm Administrator privileges listed above.
Specialist
Specialists can only access the Accounts to which they have been assigned as a Client Service Team member. Within their assigned Accounts, they have the same access as a Firm Employee. However, they cannot create new Accounts, and can only create new Contacts under an Account they are assigned.
This is great for contractors, part-time workers, or simply restricting employee access.
To Assign Roles:
Select the ellipses (three dots) in the Left-Hand Menu.
Select Admin (If you do not see this you are not a Firm Admin).
Select Users.
Hover over the employee to whom you would like to assign a Role.
Select the edit icon on the right-hand side.
Use the drop-down on the Role field and select the new Role.
Select Update.