San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Replace a User in Lexicata/Grow

Objective:

  • How to deactivate one person and add another one in Lexicata/Grow

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

n/a

Procedure:

Step 1: Deactivate a User

  1. Go to the Settings page
  2. Click on the Manage users tab
  3. Click Deactivate next to the user you want to deactivate
  4. A pop-up is displayed asking for confirmation of the deactivation. Click Deactivate User.

Step 2: Add a New User

    1. Go to the Settings page
    2. Click on Account
    3. Click the Invite user button at the top-right of the page
    4. Fill in the new user's information, including their name, email address, and permission level

    If you have a license available (already purchased) on your account, click Confirm and send invite to send the email invitation to the new user.

    If you do not have a license available, purchase details for the new license will be displayed. Click Confirm and send invite to purchase the license and send the email invitation to the new user.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality