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:
- Click Settings
- Click Billing
- Under Clio Payments Notification Emails select the desired permission. Options are:
- Administrator
- Billing
- No One
- Click Save Bill Settings