Objective:

• What settings do my Users need to set individually in Grow and Manage
• What settings do my Individual Users need to Set Up in Grow and Manage?

Environment:

• Clio Grow
• Clio Manage

Additional Information:

n/a

Answer:

For Manage: 

• Update your Password in Manage
• Establish Two-Factor Setup
• Sync to Google or Office 365
• Manage your Text Snippets
• Set up your Reminders, Notifications and Alerts
• Share your Personal Calendar to other Firm Members 

For Grow: 

• Integrate with your Manage Account
• Sync your Email
• Sync your Calendar
• Add your Email Signature