Change user access permissions
Access to documents and folders in Clio Drive depends on matter permissions. You only have access to contacts and matters that you have permission to view in the Clio Manage web app. You can change matter permissions when creating or editing a matter.
- Go to the matter and click Edit matter.
- Under Permissions, make the appropriate selection.
- Click Save matter.
Deactivated users will no longer have access to Clio Drive but may still have access to files or folders that they've downloaded to other locations on their computer.
Note: If your Clio Drive documents are opening in protected mode, remember to approve Clio Drive as a trusted location in your computer’s settings.
Uninstall and reinstall Clio desktop app
If your synced folders and files are not visible in Clio Drive, and you already tried the steps listed here, you may need to uninstall and reinstall the Clio desktop app. The steps vary depending on whether you are using Clio Drive on a Windows or Mac.
- Go to the search bar on the bottom left of your desktop screen and type Control Panel.
- Under Programs, click Uninstall a Program.
- Find and click the Clio desktop app.
- Click Uninstall.
- Reinstall the Clio desktop app from the Documents tab in Clio Manage.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Quit.
- Go to Finder > Applications.
- Right-click Clio desktop and click Move to Trash.
- Go to your computer’s Trash, right-click Trash, and select Empty Trash.
- Reinstall the Clio desktop app from the Documents tab in Clio Manage.
Tip: If you can’t find the Clio desktop app in Applications, search for the app in your Mac’s desktop Spotlight search. To do so, press and hold the command key while double-clicking the Clio desktop app icon.
Security
Clio Drive provides the same level of security as the Clio Manage web app. For additional protection, lock your computer with a user password. Clio Drive itself cannot be password protected.
Note: Clio Drive will automatically disconnect when you restart or turn off your computer.
Troubleshoot Clio desktop app
If you are having issues with Clio Drive or the Clio desktop app, you can troubleshoot with Clio's support team directly from the Clio desktop app.
- Open the Clio desktop app and select Drive.
- Click Settings (the gear icon) and select Support.
- Under Troubleshooting with our support agent, select one of the three options.
- Send error log: If you select this option, an error log will be sent to Clio's support team.
- Clear cache: If you select this option, the cache will be cleared.
- View current log: If you select this option, you can view the error log data in real-time.