Account Settings
The following articles detail select settings in Clio that can help users manage their Clio experience.
Videos
Articles
- How to Show or Hide Columns in the Transactions Sub Tab
- What is the Minimum Number of Users On an Account?
- Are Clio Subscription Charges Pro-Rated When I Make Changes to My Subscription?
- I'm Seeing 'Unrecognizable Credit Card' Error Message When Looking up Subscription Credit Card Number
- Does my Subscription Invoice include Clio's VAT number?
- Cannot See The Manage Category Button or Edit Button in Manage Categories
- Why Don't I See a Manage Users link in my Settings?
- Can I Change the Login Email Address for the Primary Subscriber?
- Can I Remove a Deactivated User From the List of Users on Clio Manage?
- How do I Permanently Remove A Deactivated User from Clio
- Can We Have the Firm Subscription Invoices Addressed to the Company instead of the Primary Subscriber?
- Error Message When Attempting to Reset Password: Your Organizations Policies Are Preventing us From Performing This Action For You
- How Do I Confirm That I Successfully Stopped Clients from Receiving Client Satisfaction NPS Surveys?
- [Clio Manage] Can I Login to Clio with a Username Instead of Email?
- Can I Navigate To A Specific Page Number of Contacts or Matters
- How Do I Ensure I'm Using the Correct Email Address and Password?
- How do I Remove Features That I am not Using in Clio
- Can I Edit Margins of Separate Pages on a Bill?
- Can I Set Two Targets for my Personal Performance?
- Can I Duplicate My Clio Account and Create a Separate Clio Account?
- Can I See Other Users' Time Zones?
- Can I Create Pay Stubs in Clio?
- How Long Do Referrals Get a Discount?
- Can You Convert my Clio Subscription Cost Into Canadian Dollars?
- Can We Bypass MX Records?
- What Email Address Do the Billing Notifications for My Clio Subscription Come From?
- How Do I Update The Firm Information Listed on my Bills?
- How Do I Change The Name of a User?
- Unable to Reset Password After Logging in and Prompted to Enter a New Strong Password
- Does Changing the Time Zone Affect All Users in my Account