Objective:

• Update User Permissions
• Edit User Permissions
• Modify User Permissions
• Remove User Permissions
• Add User Permissions

Environment:

• Clio Grow

Additional Information:

Currently, there are two Permission types:

1. Admin: permissions that are limited to admins:
   • Invite and deactivate users
   • Update billing information
   • View reports
   • Bulk export matters and contacts
   • View matter value totals on the pipeline
2. Normal: Access to all aspects of the platform except for those listed above that are limited to admins

Only Users with Admin Permissions can update User Permissions

Procedure:

1. Click on Settings
2. Click on Account
3. Click on user's permission level to edit
4. Select Administrator or Normal