Account Settings

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