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How Do I Disable a Clio Connect Account?

Objective:

  • Delete a client's Clio Connect account
  • Remove a Clio Connect user
  • Disable Clio Connect

Environment:

  • Clio Manage

Additional Information:

  • Deleting a Contact will also disable any Clio Connect account associated with that Contact's email

Procedure:

  1. Navigate to the Contacts tab on the left of Clio
  2. Locate the user's Contact
  3. Click Edit contact at the top right corner
  4. Click Delete contact
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