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How Do I Change My Personal Performance Settings?

Objective:

  • Can I change other users personal performance? 
  • How do I change my personal performance? 

Environment:

  • Clio Manage

Additional Information:

  • For information on how these Personal Performance metrics are calculated please see here.

Procedure:

  1. Go to Settings on the black bar to the left of the screen 
  2. Click on Profile
  3. Select  Personal Performance

To change other users Personal Performance

  1. Go to Settings on the black bar to the left of the screen 
  2. Click on  Manage Users
  3. Click Edit under the users name 
  4. Select Personal Performance

Please Note: Target Billings must be greater than one (1) and Working days must be between 1 day to 365 days.

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