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How Do I Grant Support Access to My Grow Account?

Objective:

  • How to grant access for Grow account provisioning
  • How to give a Clio Support Representative temporary access to my Grow account?
  • How to allow access for forms and docs setup in Clio Grow 
  • How Long is Access Granted for?

Environment:

  • Clio Grow

Additional Information:

Procedure:

  1. In Clio Grow, go into Settings 
  2. Scroll all the way down and look in the center of the screen to a tab labeled Support Access
  3. Click on the blue button labeled Grant Access

Granting access will authorize a Clio support agent to log in with your credentials. A single access grant is valid for two weeks and will expire 7 days after it is first used.

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