Manage Users in Clio Grow

Administrators can invite users to Clio Grow, set their permissions, and deactivate their access to Clio Grow. Accurate user access keeps intake work assigned to the right people and protects prospective client information.

Invite users

Administrators can invite individuals to Clio Grow when a license is available.

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, click Invite user.
3. Complete the user invitation details.
4. Click Confirm and send invites.

The new user receives an email to complete their account setup.

Resend or revoke user invitations

Administrators can resend an invitation to a user when the invited user missed the original invitation email. Administrators can also revoke sent invitations.

Resend an invitation

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, click Resend invite next to the user's name.
3. Click Resend invite to confirm.

Revoke an invitation

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, click Revoke Invite next to the user's name.
3. Click Revoke invite to confirm.

Change login email

Each user can change their own login email. To change the login for another firm user, an administrator deactivates that user and invites a new one.

1. Open the user menu in the top right, then go to Grow settings > Personal.
2. In the Security section, click Manage my security.
3. Click Edit next to Email address.
4. Enter your new email and your password.
5. Click Save.

Set user permissions

Clio Grow has two permission types. The permission type decides which administrative areas a user can open.

• Normal: This permission provides users with access to all areas of Clio Grow other than those limited to administrators.
• Admin: This permission is limited to administrators. Administrators can change user permissions for all other administrators and all normal users. Administrators can do the following:
  • Open reports.
  • Export contacts and opportunities.
  • Invite and deactivate users.
  • Add or remove licenses.
  • Update billing information.
  • Build, edit, cancel, and archive classic workflows.

Change a user's permission

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, under the Permission column, click Admin or Normal for the user.
3. Select the permission.
4. Click Assign permission.

Deactivate or reactivate users

Deactivate users who no longer need access to Clio Grow, and reactivate them at a later date. Removing a license from the account is a separate step that requires Clio Support. To reduce both Clio Manage and Clio Grow licenses by the same amount, contact Clio Support.

Deactivate a user

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, find the user and click Deactivate.
3. In the warning prompt, select Deactivate user.

Reactivate a user

1. Open the user menu in the top right, then go to Grow settings > Account.
2. In the User settings section, find the user and click Reactivate. The prompt lists the licenses remaining on the account.
3. Select Reactivate user.

Up next

• Account Management in Clio Grow: Add or remove licenses and update subscription payment details.
• Manage Clio Licenses and Users: Invite, deactivate, and assign licenses for every Clio product from the Admin Console.