KCS - How to Change a User's Name

Objective:

  • Update users name
  • Update login credentials

Environment:

  • Clio Web App

Additional Information:

If you need to update a Users Login Email, please see: How to Change a Login Email 

Procedure:

  1. Click Settings in the sidebar
  2. Select Manage Users
  3. Select Edit underneath the user's details
  4. Staying on the User Information tab
  5. Enter in the first and last name
  6. Click Save New Information

 

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