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How Do I Edit Calendar Sharing Permissions?

Objective:

  • Change Editing Permissions on Calendar Share
  • Remove Who Has Access to a Clio Calendar
  • Stop Sharing Calendars with Other Users.
  • How Do I Share My Calendar with Another Firm Member

Environment:

  • Clio Manage

Additional Information:

  • By default, Clio sets your personal Calendar to Private. You will need to edit sharing permissions so that other users in the firm can view and/or edit your Calendar events.
  • If you want to share your Calendar with all users on the account, choose Firm from the Group drop-down.
  • To Learn What Are The Different Calendar Permission Options, click here
  • To create a User Group for permissions, click here.

Procedure:

  1. Navigate to the Calendar tab
  2. Select the More button at the top right of Clio
  3. Select Calendar sharing
  4. Select the Calendar that you want to change sharing permissions for from the Calendar drop-down (only Calendars that you are the owner/creator of will show as options here)
  5. Scroll down to the Sharing Permissions section
  6. Make any desired changes to Group and/or Permission type under current permission
  7. If desired, you can add an additional sharing group by clicking Add Calendar Share at the bottom of this page
  8. Update Calendar to save the changes
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