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:
- Go to Settings (gear icon)
- Select Manage Users
- Select Deactivate listed under the user you would like to deactivate
- Select OK to confirm