Does your firm need to work from home due to COVID-19? Check out these key resources.

How do I Add an Administrator?

Objective:

  • I need to add an Administrator
  • How do I grant Administrator permissions in Clio Manage
  • Upgrade User Permissions

Environment:

  • Clio Manage

Additional Information:

Only an Account Administrator or an Account Owner can make another user an Administrator.

Procedure:

  1. Go to Settings
  2. Click Manage Users
  3. Find the User and select Edit
  4. Scroll to the bottom to Permissions and click Administrator
  5. Click Save New Information
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality