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How Do I Add Time For a Deactivated License?

Objective:

  • Add time for a user that's no longer with the firm
  • Add time for a former employee
  • Ensuring accurate entry of Time for Billing and record keeping purposes.
  • Add time for a disabled user
  • Add activities for a former employee

Environment:

  • Clio Manage

Additional Information:

  • For more information about disabling and re-enabling user accounts, click here.

Procedure:

  1. Navigate to Settings
  2. Click Manage Users
  3. Click Filter
  4. In the Enabled dropdown menu choose Show All Users
  5. Find an active user of the same type (Attorney or Non-Attorney) and click Deactivate
    Note: This user will temporarily be unable to log in
  6. Locate the disabled user you want to add time for and click Activate
  7. Proceed to add your time entries
  8. When complete, follow the steps above to disable the temporarily added user and re-activate the correct user

 

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