Objective:
- Disable a user
- Disable user
- Deactivate a staff member
- Remove a user
- How To Disable A User
- How To Deactivate An Account
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 USED 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