How Do I Create A Group?

Objective:

• Create Group

Environment:

• Clio Web App

Additional Information:

Groups can be used to set permissions for many users at a time. Only an Administrator can create Groups.

After creating the group, click here for instructions on How to add people to a Group.

Procedure:

1. Click on Settings
2. Click on Groups, Permissions, and Job Titles
3. Click Add
4. Add a name for the Group
5. Click Save