KCS - How to Remove a Firm Member

Objective:

  • Disable a user
  • How To Deactivate A User
  • Disable user
  • Deactivate a staff member
  • Remove a user
  • How To Disable A User
  • How To Deactivate An Account
  • Paying for people not at my firm

Environment:

  • Clio Web App

  • Settings > Manage Users

Additional Information:

  • Only Administrators and Account Owners will be able to add and remove users within the 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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