If an employee leaves your firm, here's how you can restrict their access to Liscio.
To archive (deactivate) an employee in Liscio:
1. Click the ellipsis under your profile picture on the left side of your screen.
2. Click Admin
Note: Only Firm Administrators have access to the Admin page. If you are not a Firm Administrator and would like to be, contact your Liscio Firm Administrator to grant you access.
3. Click the Employees tab at the top of the page.
4. Find and click on the Employee that you would like to deactivate.
5. Click the trashcan icon next to Archive Employee to archive/deactivate.
6. Click Proceed
The employee will no longer have access to log in to Liscio.
Note: if an employee has open tasks, you cannot archive them. To archive the employee, we will reassign the employee's tasks via the Bulk Action: Reassign Task Owner. Once the tasks are reassigned, we can follow steps 1 - 6.