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How to Invite a User in Clio Grow

Objective:

  • Add another user login to Clio Grow
  • Add a new firm member to the account
  • Invite a new employee to Clio Grow
  • Purchase a Clio Grow license
  • How do I add a User in Lexicata

Environment:

  • Clio Grow

Additional Information:

  • Under the Administer Licenses section, you will see the number of total licenses you have labeled as 'Licenses Acquired' and the number of licenses actually being used labeled as 'Active Users'
    • If both numbers match, you will need to either Deactivate an existing user, or purchase additional licenses, before being able to invite a new user
    • How to deactivate a Clio Grow user
    • If you migrated from Lexicata, to purchase additional Clio Grow licenses, please contact our Customer Support team at +1-888-858-2546 ext. 2 

Procedure:

  1. Go to the Settings page
  2. Click on Account tab
  3. Click the blue Invite user button at the top-right of the page
  4. Fill in the new user's information, including their name, email address, and permission level
  5. Click Confirm and send invites to send the email invitation to the new user

If you are experiencing trouble adding a user, feel free to contact our Customer Support team or email one of your dedicated Account Managers at account.managers@clio.com

 

 

 

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