Phased release: The Admin Console is being released in phases and may not yet be enabled for your firm. The method for assigning and unassigning roles via the Admin Console may therefore not yet be available to you. If this is the case, follow the link below to do so from the Manager Users page in your Clio Manage Settings.
Roles determine what a user can see and do across their assigned Clio products. To learn what each role includes, see Roles and Permissions in Clio Manage and Custom Roles and Permissions.
Note: You can also assign or unassign roles from your Manage Users page in Clio Manage Settings.
Assign or unassign role(s)
- In Clio Admin, click Users.
- Find the user, then click Edit.
- In the modal, for the Roles field, assign or unassign roles.
- To add a role, click the dropdown and select any role(s) to add.
- To unassign a role appearing in the list, click the X for that role.
- Click Save.
Bulk assign or unassign role(s)
- In Clio Admin, click Users.
- Select the checkbox(es) for the user(s) for whom you want to update roles.
- Click Bulk Actions.
- Select Assign Roles or Unassign Roles.
- In the modal, use the dropdown to select the role(s) to assign or unassign, then click Assign or Unassign.
Add or remove users from a role
Instead of editing each user individually, you can add or remove multiple users directly from the role's own page.
- In Admin console, click Roles & Permissions.
- Open the role.
- Add or remove users directly from the role's member list.