Account Settings
The following articles detail select settings in Clio that can help users manage their Clio experience.
Videos
Articles
- How Can I Access My Account When I Can't Log into Clio, and I Don't Have Access to My Login Email?
- Why is the Time of a Calendar Event Different on My Calendar Than Another User's Calendar in Clio?
- When I Search For Something in a Dropdown I only See 30 Results
- "Unable to connect appointment booking with your business profile" Error When Adding Appointments To Google My Business
- Why Can't I See the Bill Syncing Button in the Settings?
- Can Permissions be Edited for a User who Has Been Invited but not Accepted Yet?
- Can I Add my Firm Logo to Notes?
- Does Clio Provide Specific Templates to set up Clio for Specific Practice Types?
- How Do I Reactivate My Academic Account?
- Picklist Items Re-appear After Being Removed
- How Do I Remove The Logo From Clio Connect Email Notifications?
- Can Users Have Multiple Job Titles?
- How Do I Reset My Password if the User Email Address is No Longer Active?
- 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 Categories 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
- [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?