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How do I Create a User Group?

Objective:

  • Create a Group
  • Adding Groups 

Environment:

  • Clio Manage

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
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