How to Deactivate One User And Invite a New User in Clio Manage

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 

Environment:

• Clio Manage

Additional Information:

Administrator permission is needed to make this change.

For Starter, Boutique, and Elite accounts, 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:

1. Click Settings
2. Click Manage Users
3. Click Deactivate (under the relevant person's name)
4. Refresh the page
5. Click Add or Invite User
6. Enter the email of the person you wish to add
7. Select what groups and permissions they should have (if any)
8. Send Invite
9. New User will then receive an email to finish setting up the account
10. They will now appear on the account