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 Gmail Email Integration, and SMS enabled.
Accessing the Admin Users Page
To access the Admin Users page, follow these steps:
Select the Ellipses (…) in the Left-Hand Menu.
Select Admin.
Select Users.
Only firm administrators have access to this page.
Key Columns in the Admin Users Page
On the Users page, you’ll see several columns that show important details about how employees use certain features. These include:
MFA (Multi-Factor Authentication) Status: Shows if employees have turned on MFA for their account. If it’s on, you’ll see an "Enabled" label next to their name.
Email Integration: Shows if employees have connected Outlook or Gmail to Liscio. This helps bring client emails into their Timelines and makes it easier to manage communication.
SMS Usage: Shows which employees are using the SMS feature for two-way texting with clients. These messages will show up on client Timelines so everyone at the firm can see them.
Benefits of Monitoring User Activity
By keeping track of these features, you can ensure:
Security Compliance: Ensure that all employees are using multi-factor authentication (MFA).
Email Integration: Easily identify which employees have their email connected, allowing them to bring in relevant client emails into Liscio.
Cost Management: Track and control SMS usage.