KCS - How to Add a User

Objective:

  • Enable a firm member
  • Add another user
  • Add a new lawyer/paralegal/solicitor 

Environment:

  • Clio Web App

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

Procedure:

  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". 

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