How Do I Deactivate a User In My Clio Account?

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 Manage

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
2. Select Manage Users
3. Select Deactivate listed under the user you would like to deactivate
4. Select OK to confirm