Admin Set Up
In less than an hour, these two courses will walk you through getting your Firm Account up and running. In the first course, you'll activate and get your team onboard. Afterwards, you'll follow a 3 part process for successfully bringing clients onboard.
What You Will Learn
Tips for Quick Log in
How to Invite Employees
What a Default Message Recipient is
How to Add Client Profiles to Liscio
Best Practices for Introducing Clients to Liscio
Tips and Tricks for Inviting Clients
Who is this bundle for:
- The employee responsible for setting up your firm's Liscio account.
This bundle includes the following courses:
Kick Off Your Account Set Up in 3 Easy Steps or Less!
Tips for quick login, getting your team on board, and starting your implementation on the right foot!
Onboarding Your Clients with Success - Liscio Best Practices
This 3 part process provides everything needed for a successful client rollout.
