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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
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