Objective:

• Send invitation link to a new user

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

1. Select Settings
2. Select Manage Users
3. Select the green Add button on the right-hand side
4. Populate the Email field for the user that will be added
5. Select Attorney or Non-Attorney under Subscriber Type
6. Enter a Message (optional)
7. Assign them to a Group (optional)
8. Apply Permissions to the new user (optional)
9. Select Send Invite