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How to assign User Permissions Clio Grow

Objective:

  • Change roles for firm members
  • Change User Permissions

Environment:

  • Clio Grow

Additional Information:

Currently, there are two Permission types:

  1. Admin: permissions that are limited to admins:
    • Invite and deactivate users
    • Update billing information
    • View reports
    • Bulk export matters and contacts
    • View matter value totals on the pipeline
  2. Normal: Access to all aspects of the platform except for those listed above that are limited to admins

Only Users with Admin Permissions can assign User Permissions

Procedure:

  1. Go to the Settings page
  2. Click on the “Account” tab
  3. Click the blue link under the "permission" column
  4. Select the appropriate permission
  5. Click “Assign Permission” to save the changes
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