How do I Deactivate a User in Clio Manage?

Objective:

• How do I disable / remove / deactivate a user / firm member / staff member?
• How Do I Deactivate a User In My Clio Account?
• How To Deactivate An Account
• Paying for people not at my firm
• Remove account access for someone who's left the firm
• Avoid paying for unused users licenses
• How to disable a user In Clio Manage
• Deactivate Manage user
• How to Deactivate a User
• How to remove a User from Clio Manage Account

Environment:

• Clio Manage

Additional Information:

• Only Administrators and Account Owners can add and remove users in an account
• After disabling a user, if you do not want to apply the unused license to another user, you will need to Remove Unused Licenses
• See Also: Clio Manage User License Management

Procedure:

(New Billing System)

1. Go to Settings
2. Select Manage Users
3. Next to the user you would like to deactivate, click the drop-down arrow beside the Edit button, and select Deactivate.
4. If you do not intend to invite a new User, make sure to check the box that says "Remove licenses from next Bill" to avoid any unwanted charges; otherwise the User License will remain Active, and can be transferred to a new User.
5. Select Deactivate User to confirm 

 

(Previous Billing System)

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