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How Do I Send an Invitation Link to a New Firm Member

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

 

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