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KCS - How to See Enabled and Disabled Users

Objective:

  • To view firm members that are active or inactive on my Clio account
  • Double check with how many user we have
  • List of Clio Users on my account
  • Who can login to my account

Environment:

  • Clio Web app

Additional Information:

 

Procedure:

New Clio

  1. In the left sidebar, click on Settings
  2. From the first column of options, click Manage Users
  3. Click on Filter
  4. Select Show All Users or Show Only Active Users

 

Previous Clio

  1. In the bar along the top, click on the gear icon
  2. From the first column of options, click Manage Users
  3. Click on Filter
  4. Select Show All Users or Show Only Active Users
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