Only Firm Admins can add Employees to Liscio.
If you are a Firm Admin, the Admin section is under the Profile section.
To an add employee -
- Click Admin.
- Click Add Employee.
- Fill in the empty fields.
Role - Choose between Firm Employee & Firm Admin. The Firm Admin can Add & Invite Employees and can Grant Signing Authority.
Has Signing Authority - Giving an employee signing authority means that they can sign on behalf of the firm, like Engagement Letters.
- Click Save.
- Adding an employee to Liscio automatically sends an invite to the employee's email.