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Clio Single Sign-On (SSO) – Linking Prompt on Manage Login

What is Single Sign On?

What are the key benefits of Clio Single Sign On?

How do I access Single Sign-On?

How does the user experience differ for matching vs non matching first/last names in Clio Manage and Clio Grow?

What if I don't want to link my accounts?

 

We’re building a Single Sign On (SSO) functionality for Clio products: creating a unified login experience for customers across Clio products.

With one set of credentials (i.e. one email and password—a Clio ID) you can securely login into, and work between, all Clio products. This removes the need to log in multiple times, in multiple places, and juggle different credentials for access to your client and case information.

 

What is Single Sign On?

Single Sign On (SSO) is a user authentication process that allows a user to use one set of identification credentials (e.g. one username and password) to access multiple applications (e.g. Clio Manage and Clio Grow).  Customers whose email logins match in both manage and grow must use SSO to access their system.  This is like a Google login, where you access various apps with the same login credentials. 


Note that all users with matching email logins in Clio Manage and Clio Grow will need to link for SSO. 

 

What are the key benefits of Clio Single Sign On?

Clio Single Sign On offers many benefits. It can ensure consistent access control to Clio products and firm data across user account, potentially reducing risk and overhead related to secure Clio account management.

  • Usability - Save time and effort with easy one-click login to any product within the Clio Suite. 
  • Fewer interruptions - SSO users will enjoy longer session times in Grow.
  • Enhanced Security - Clio Single Sign-On combines industry-leading security best practices with user efficiency, allowing us to provide secure access to case and client data, reducing risk of breach found in common login processes. SSO users can enjoy the added security of 2FA for their Grow account.

How do I access Single Sign-On?

Users will be automatically prompted to use SSO when they log in to Manage.

Important: Before enabling Single Sign-On please save any work in progress in Clio Manage and Grow.

  1. On login to Clio Manage (app.clio.com), the system will request that users link their accounts. 

Screen_Shot_2021-11-29_at_6.14.20_PM.png 

From this page, users may:

    • Enable Single Sign On
    • "Why is Clio enabling this?" Opens Knowledge Centre Article describing Single Sign On to learn more.
    • Open a "Learn More" link that explains how to keep Manage and Grow accounts separate.
    • "Change your email in Clio Grow" will open a dialog explaining how to initiate changing Grow email login in order to keep accounts separate, with option to sign in to Clio Grow or return to linking landing page.
    • "Skip SSO Linking and go to Clio Manage" will bring user to a dialog box explaining skip limit and how many of the 5 skips the user has remaining.

2. Enable Single Sign On will bring the user to the Account Linking Details page

SSO_LinkDetailPage.png

From this page, users may:

  • Continue with SSO
  • Cancel, which will bring you back to the linking landing page, to either link, go to Grow, or use one of the 5 skips
  • "These accounts shouldn't be linked" open a KCS article explain how to keep accounts separate, in a new tab.

     3. Continue brings you to the Password Creation page  SSO_createpassword.png

Are there any password requirements for my new Clio ID?

  • It's ok to reuse your current password, provided it is unique to this account and strong.
  • Don’t use a password from another site.
  • Don’t use something obvious like your firm’s name, or your name.
  • Use a phrase that is more than 8 characters, the longer the password, the better.
  • We strongly recommend enabling 2 Factor Authentication to enhance the security of your account.

4. Success!  Your single sign on has been enabled, and you will receive a confirmation email.

 

How does the user experience differ for matching vs non matching first/last names in Clio Manage and Clio Grow?

If your first and last name are not an EXACT match across Clio Manage and Clio Grow - we present a different page in step 2.  Your Clio Grow name will be revised to match your Clio Manage name after linking for SSO.

Screen_Shot_2021-10-14_at_6.30.03_PM.png

 

What if I don't want to link my accounts?

The tile "Don't want to link your accounts?" explains that to keep accounts separate, you must change the email login in either Manage or Grow.  You may open Grow (in a new tab) to change the Grow email login, or skip the linking flow and change your Manage email login.

 

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