Create and Manage User Groups

Groups let you organise your firm's users into teams, like a practice area, department, or office location. Once a group exists, you can set permissions or grant access to information for the whole group instead of doing it one person at a time. This makes it much easier to stay organised as your firm grows and adds more users. You can also create and manage user groups directly from your Clio Manage settings.

Create a group

1. In the Admin Console, click Users & Groups, then click the Groups tab.
2. Click + New Group.
3. Enter a Group Name (required) and Group Description.
4. Optional: Check Exclude this group from custom billing rate if you don't want this group to appear as an option when setting a custom billing rate.
5. Under Group Members, use Add a Member to add users to the group.
6. Click Save.

Edit a group

1. In the Admin Console, click Users & Groups, then click the Groups tab.
2. Find the group and click Edit.
3. Update the group name, description, or billing rate exclusion as needed.
4. Under Group Members, click the x next to a member's name to remove them, or use Add a Member to add someone.
5. Click Save.

Archive a group

1. In the Admin Console, click Users & Groups, then click the Groups tab.
2. For the relevant group, in the Actions column, click the more icon (vertical ellipses), then click Archive.
3. Click Archive to confirm.

Unarchive a group

1. In the Admin Console, click Users & Groups, then click the Groups tab.
2. Select the Archived filter.
3. For the relevant group, in the Actions column, click the more icon (vertical ellipses), then click Unarchive.
4. Click Unarchive to confirm.