Introducing The Law Community, the online community just for Clio customers. Sign up now.

How to Reassign Work From a Disabled User

Objective:

  • I am unable to reassign work from an inactive user
  • I cannot find the disabled user when trying to reassign the work
  • Reassign work from a deactivated user
  • I am unable to find the deactivated user when trying to reassign the work

Environment:

  • Clio Manage

Additional Information:

  • Deactivated Users will not show up on the User list at first as the default filter will have it for Active Users only.

Procedure:

1. Click the Settings on the sidebar.

2. Click on Manage Users.

3. Click on the Filters button and change it to Show All Users.

4. Locate the Deactivated user and click the arrow.

5. Click on Reassign Work.

 

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