KCS - How to Deactivate a User

Objective:

  • How do I disable/remove/deactivate a user/firm member/staff member?
  • How To Deactivate An Account
  • Paying for people not at my firm

Environment:

  • Clio Web App

Additional Information:

  • Only Administrators and Account Owners can add and remove users in an account
  • Monthly subscriptions: After disabling a user, you will no longer be charged for this user starting your next billing cycle.
  • Annual subscriptions: After disabling a user, if you do not want to apply the unused license to another user, you will need to Remove Unused Licenses

Procedure:

  1. Go to Settings (gear icon)
  2. Select Manage Users
  3. Select Deactivate listed under the user you would like to deactivate
  4. Select OK to confirm

 

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