If you are a firm admin, the admin link is right under the profile link when you click on your name in the upper right-hand corner of the dashboard. Admins have the following privileges:
- Firm admins have the privilege to grant signing authority to employees. Signing authority allows the employee to sign on behalf of the firm
- Firm admins also have the privilege to add and invite employees to Liscio with the Add Employees button on the admin screen
- Firm admins can also view an entire list of employees
A Firm Employee can create and complete tasks, but they cannot invite employees, grant signing authority, or see a full list of employees.
A Firm Front Desk permission has access to the firm’s front desk app and the ability to edit Onboarding Tasks.
To edit an Onboarding Task, the employee or client must be assigned to the task.
All employees can view and edit any task (excluding Onboarding Tasks), re-open archived tasks, edit clients’ information, and view all activity in the All Tasks section.