Objective:
- Send invitation link to a new user
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Select Settings
- Select Manage Users
- Select the green Add button on the right-hand side
- Populate the Email field for the user that will be added
- Select Attorney or Non-Attorney under Subscriber Type
- Enter a Message (optional)
- Assign them to a Group (optional)
- Apply Permissions to the new user (optional)
- Select Send Invite