Objective:
- Subscription is yearly and one employee is leaving and a new employee is joining
- Disable one user account and enable a new user account while on an Annual subscription
- How to Deactivate an old employee and Activate a new employee
- How to Deactivate an old firm member and Activate a new firm member
- Replacing Users
- How to replace an existing user with a new member
- How to remove an old account and enable a new one
- How to Switch out an old Users for a new User in Clio Manage
Environment:
- Clio Manage
Additional Information:
Administrator permission is needed to make this change.
You can deactivate a user of any subscription type (attorney or non-attorney) and then activate a user of any user type (attorney or non-attorney).
Procedure:
- Click Settings
- Click Manage Users
- Click Deactivate (under the relevant person's name)
- Refresh the page
- Click Add or Invite User
- Enter the email of the person you wish to add
- Select what groups and permissions they should have (if any)
- Send Invite
- New User will then receive an email to finish setting up the account
- They will now appear on the account