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How Do I Change User Permissions in Grow?

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
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