In Clio, only the primary subscriber and users with administrator permissions can change account settings. This includes deactivating and reactivating users, removing unused licenses, and cancelling the account.
Tip: Learn more about setting up your account and adding users in this article.
Deactivate users
When a user account is deactivated, accounts on a monthly subscription will no longer be charged for a deactivated account. Accounts on an annual subscription can use the available license for another user. Deactivating a user's account will hide their calendar entries, but their activity will not be removed. There is no option to remove a user permanently.
Note: Administrators cannot deactivate the primary subscriber's account.
Follow these steps to deactivate a user in Clio Manage:
- Go to Settings > Manage Users.
- Click Deactivate under the user's name.
- When the warning prompt appears, select Deactivate.
Follow these steps to deactivate a user in Clio Grow:
- Go to Settings > Account.
- In the User settings section, find the user and click Deactivate.
- When the warning prompt appears, select Deactivate user.
Reassign work
As a firm administrator, you can reassign tasks, matters, and calendar events from one user to another within Clio Manage. This allows you to redistribute workloads and ensure continuity for open and pending matters.
- Work associated with closed matters.
- Tasks and calendars not linked to a matter.
- Calendar events where the user is only an attendee.
- Restricted matters (matters with permissions set to 'Me', meaning that firm user has access).
- Go to Settings > Manage Users.
- Click Filter and select Show All Users.
- Locate the user whose work you need to reassign, and then click Reassign Work.
- Select a new firm user under Matters, Tasks, and Calendar Events.
- After reassigning work to another user, click Reassign work.
Note: The newly assigned firm user will be notified of the reassignment via an in-app notification and email.
Reactivate users
Important: If the reactivated user is signing in with the same email address as their deactivated account, you may need to contact Clio's support team to have their email released before they can access their account.
Follow these steps to reactivate a user in Clio Manage:
- Go to Settings > Manage Users.
- Click Filter and select Show All Users.
- Find the deactivated user and click Activate under their name.
Follow these steps to reactivate a user in Clio Grow:
- Go to Settings > Account.
- In the User settings section, find the user and click Reactivate.
- The new modal will show the remaining licenses on the account. Select Reactivate user.
Remove unused licenses (annual subscriptions)
Clio Manage accounts on an annual subscription can remove an unused license if they know they do not need it.
Note: This action will affect the annual rate at renewal.
Follow these steps to remove an unused license in Clio Manage:
- Go to Settings > Account and Payment Info > Payment Info.
- Under Renewal Options, click Change Renewal Options.
- Check the box for Remove unused licenses at renewal.
- Click Update Renewal Options.
Follow these steps to remove an unused license in Clio Grow:
- Go to Settings > Account.
- In the Administer licenses section, click Remove license.
- Select the number of licenses you want to remove and select Remove licenses.
- Confirm by clicking Remove license.
Cancel account
There are no additional or hidden costs to cancelling your Clio account. Just remember to cancel before your renewal date to avoid annual charges. You can cancel your Clio Manage account in settings. You can cancel your Clio Grow account by calling Clio's support team.
Note: Only a user with administrator permissions can cancel the account.
- In Clio Manage, go to Settings > Account and Payment Info.
- Click Close Account.
- Select the reason for closing your account.
- Call Clio's support team for verification.
- Click I Want To Permanently Close My Account.
Tip: See Clio's Terms of Service to learn more about account cancellation policies.