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How to add 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:

  • n/a

Procedure:

  1. Go to the Settings page
  2. Click on Account
  3. Click the 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

If you have a license available (already purchased) on your account, click Confirm and send invite to send the email invitation to the new user.

If you do not have a license available, please contact our Support team at +1-888-858-2546 ext 2 to purchase one.

 

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