Groups allow you to create clusters of Users that you can specify permission levels for. You can use Groups when determining who can see Matters (Matter Permissions), when sharing calendars, and more.
Only Administrators in Clio can create Groups. To do so, please follow these steps:
- At the top of the Clio page, go to the gear wheel to access your Settings and then click "Groups, Permissions, and Job Titles".
- Next, click "Add".
- Name your Group so that you can identify it in a list and click on "Save". Now you will see your Group in the list (you still need to populate it):
- To add yourself and other members to this Group, either click on the newly created group name or click the "Edit" quick link.
- Choose the User(s) you want to add to the Group, by clicking into the Users field and selecting their names, then click the "Update Group" button.
When you are finished you will have set up your Groups with the appropriate Users attached:
Removing users from groups
To remove users from a group, simply click into the group name or click "Edit", then click on the "X" icon by the user name and Update Group.
