KCS - How to Add People to a Group

Objective:

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

Environment:

  • Clio Web App

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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