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 Manage

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