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KCS - How Do I Set Who Receives Clio Payments Email Notifications?

Objective:

  • Control who receives Clio Payments email notifications
  • Restricting who receives credit card confirmation emails 
  • Choose which users receive Clio Payments notification emails

Environment:

  • Clio Web App

Additional Information:

When Administrator is selected, notification emails will be sent to all users with the Administrator permission.

When Billing is selected, notification emails will be sent to all users with the Billing permission.

To see all permission levels for all users in your account, see here.

Procedure:

  1. Click Settings
  2. Click Billing
  3. Under Clio Payments Notification Emails select the desired permission. Options are:
    • Administrator
    • Billing
    • No One
  4. Click Save Bill Settings
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