Create and Manage Custom Roles

In Clio Manage, custom roles enable precise control over user access to firm and client information. When creating new custom roles, you can edit each section or select a role template to pre-fill permissions and adjust permissions as responsibilities change. Role templates include system roles and custom roles. System role templates inherit non-configurable permissions.

Create new custom roles

1. Go to Settings > Roles and Permissions.
   • The roles dashboard will open in a new tab or window
2. Select New Role in the top right corner.
3. Under Role details, enter a Role name and a Role description.
4. Optional: Select an existing role as a template under Choose a role template.

5. Select the Edit section and check the boxes to configure permissions, and click Apply changes to save. Learn more about configurable permissions here.

   Note: Standard role templates inherit non-configurable permissions. Review all non-configurable standard role permissions here. 

6. Click Create custom role 

Edit custom roles

Edits to custom roles are effective immediately. The user can refresh their window to see permissions updates.

1. Go to Settings > Roles and Permissions

2. In the Action column, click the pencil icon.

   Tip: You can also duplicate standard roles and adjust permissions as responsibilities change.

3. Select Edit section and check the boxes to configure the permissions, and click Apply changes to save.
4. Click Update Role.

Duplicate custom roles

1. Go to Settings > Roles and Permissions.
2. Click the three vertical dots next to the role name.
3. Select Duplicate Role.
   • Update the role name and description.
4. Click Edit sections to configure permissions.
5. Click Create custom role. 

Archive custom roles

1. Go to Settings > Roles and Permissions.
2. Click the three vertical dots next to the role name.
3. Select Archive.
4. When the warning prompt appears, select Archive.