San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Edit a Timekeeper's Initials

Objective:

  • Updating a Firm Members initials
  • Adjusting a Users initials within User Settings

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Clio Settings
  2. Select Manage Users
  3. Select Edit for the appropriate user
  4. Make changes to the Initials field
  5. Select Save New Information at the bottom of the page

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality