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How do I Add or Remove Business Owners for Clio Payments After Sign-up?

Question:

  • Adding or removing business owners for Clio Payments
  • Where can I add a business owner?
  • How to add a business owner

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to Settings
  2. Select Online payments
  3. Click Payment Profile
  4. If you want to add a business owner, click Add new person
  5. If you want to remove a business owner, click the dropdown arrow beside their name and select Remove

 

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