Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How Do I Add a User to My Clio Manage Account?

Objective:

  • Enable a firm member
  • Add another user
  • Add a new lawyer/paralegal/solicitor 
  • How do I add a user?
  • Add new users
  • Invite

Environment:

  • Clio Manage

Additional Information:

  • Only Administrators and Account Owners will be able to add and remove users within the account
  • For Clio accounts with:
    • An Annual Subscription plan you must have an available license in order to add a new user. For more information, see here
    • A Monthly Subscription plan, the new user will be billed on your next billing date
  • Users will be fully enabled once they have accepted the email invitation that was sent to them

Note: We are gradually releasing our new Manage Users page, so the process for adding a new user is different depending on which Manage Users page you have. Refer to the screenshots below so identify which procedure to follow.

Procedure:

Classic Billing System

  1. Select Settings
  2. Select Manage Users
  3. Select the green Add button on the right hand side
  4. Populate the Email field for the user that will be added
  5. Select Attorney or Non-Attorney under Subscriber Type
  6. Enter a Message (optional)
  7. Assign them to a Group (optional)
  8. Apply Permissions to the new user (optional)
  9. Select Send Invite

This will send an email to the supplied email address with the subject "You've been invited to Clio".

New Billing System

  1. Select Settings
  2. Select Manage Users
  3. Select the blue Invite user button at the top-right of the screen
  4. Fill in the relevant information on the Invite user page Note: "Email address", and "Role" are required fields. "Permissions" and "Groups" are optional.
  5. Click Confirm and invite

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality