How Do I Add a New User in Clio Manage? – Help Center

Objective:

Environment:

Additional Information:

Only Administrators and Primary Subscribers will be able to add and remove users within the account
For Clio accounts with:
- An Annual Subscription plan - If you are on the Classic Billing System, you must have an available license in order to add a new user. For more information, to add licenses, see here. If you are on the New Billing System, please follow the instructions below to Invite Users and the system will calculate the license cost upon inviting new users.
- A Monthly Subscription plan - The new user will be billed immediately at a prorated amount depending on how far along you are in your billing cycle
Users will be fully enabled once they have accepted the email invitation that was sent to them
How Do I Activate My Clio Account?

Procedure:

Go into Settings in Clio Manage
Select Manage Users
Select the green Add button on the right-hand side or the Invite User button in blue
Populate the Email field for the user that will be added
Select Attorney or Non-Attorney under Subscriber Type
Enter a Message (optional)
Assign them to a Group (optional)
Apply Permissions to the new user (optional)
Select Send Invite

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