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How to Edit a Timekeeper's Initials

Objective:

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

Environment:

  • Clio Manage

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

 

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