How Do I Edit/Remove Calendar Sharing Permissions?

Objective:

  • Change Editing permissions on Calendar Share
  • Remove who has access to a Clio Calendar
  • Stop sharing calendars with other users.
  • Delete shared calendar from my list
  • How do I share my Calendar with another member of my firm?

Environment:

  • Clio Manage

Additional Information:

  • By default in Clio, your Calendar is set 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 are wanting to share your Calendar with all users on the account, choose Firm from the Group drop-down.
  • What Are The Different Calendar Permission Options
  • 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

 To Edit Calendar Sharing: 

  1. Make any desired changes to Group and/or Permission type under current permissions
  2. If desired, you can add an additional sharing group by clicking Add Calendar Share at the bottom of this page
  3. Update Calendar to save the changes

To Remove Calendar Sharing:

  1. Select Remove Permission at the top of the Group that you would like to remove
  2. Click Update Calendar to save the changes
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