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How do I Find the Primary Subscriber in my Clio Account?

Objective:

  • Who is the Primary Subscriber (Account Owner or Originating Subscriber) for my account?
  • Determine the Primary Subscriber for the Clio Account

Environment:

  • Clio Manage

Additional Information:

  • Only a user with Administrator Permissions can determine an Primary Subscriber
  • An Primary Subscriber cannot be disabled in an account
  • To change the Primary Subscriber, see here.

Answer:

NEW BILLING SYSTEM:

  1. Click Settings
  2. Click Account and Payment Info
  3. Select Account Administration sub-tab

OLD BILLING SYSTEM:

  1. Click Settings
  2. Click Manage Users
  3. Look for the User that does not have a Deactivate link associated to them

That user is the Primary Subscriber

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