There are two ways to invite contacts to Liscio:
Use the invite function in the Contacts list -
- Click 'Contacts'
- Hover over the contact you would like to invite
- Click the 'Send Invite' icon on the far right of the contact record (NOTE: the icon only appears if the Contact has an email address)
Send a task to the Contact -
Whenever a task is sent to a Contact in Liscio, the system checks to see if the Contact is a new user. If so, Liscio automatically sends an invitation email as well as the task.
Note: When a client accepts the invitation, the client’s Contact status changes from 'Invited' to 'Active' in the 'Contacts' tab.