The 2020 Legal Trends Report is now available. Get the latest insights here.

How do I Change the Phone Number for a Specific User?

Objective:

  • Add a phone number for a single User on the account

Environment:

  • Clio Web App

Additional Information:

If you don't have the option to select "Edit" under the Users name, then you don't have the Permissions necessary to do this. However, you will at least see the option under your name if you'd like to update your own phone number.

Procedure:

  1. Go into Settings
  2. Select Manage Users
  3. Click Edit under the Users name
  4. Enter a phone number in the Primary Phone field
  5. Click Save New Information

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality