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How to Add Users to a Group

Objective:

  • Add people to Group
  • Change Group users
  • Edit Group members

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Groups, Permissions, and Job Titles
  3. Find the Group you want to add users to
  4. Click Edit for that Group
  5. Select the name of each user you want to add in the Users dropdown
  6. Click Update Group
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