Manage Clio Licenses and Users

Firm administrators can invite, deactivate, and manage every user from the Admin Console. This article covers how to manage Clio licenses, invite, deactivate, and reactivate users, and allocate or deallocate licenses to users.

Access the Admin Console

1. In Clio Manage, click Settings > Admin Console.

Purchase licenses and allocate or deallocate licenses

To allocate or deallocate licenses to users, you first have to purchase licenses in each product's settings. You can access each product's license settings via the Admin Console, where you can purchase more licenses or reduce the number of licenses if you do not use them all.

Manage licenses

1. In the Admin Console, click Users.
2. For the relevant product tile, click Administer licenses.
3. Add or remove licenses as needed.
   • Learn how to manage Clio Manage licenses
   • Learn how to add Clio Grow licenses and how to remove Clio Grow licenses
   • Learn how to manage Clio Draft licenses
   • Learn how to manage Clio Accounting licenses
   • To manage Personal Injury licenses, contact Clio Support

Allocate or deallocate a license for a single user

1. In the Admin Console, click Users.
2. Find the user, then click Edit.
3. Under Licenses, turn on the toggle on for a product to allocate a license, or turn it off to deallocate the license.
4. Click Save.

Allocate or deallocate licenses in bulk

1. In the Admin Console, click Users.
2. Select the checkbox for each user you want to update.
3. Click Bulk Actions, then select Allocate [Product] or Remove [Product] for the license you want to change.
4. Click Save.

Invite users

You can invite one or more new users to your firm at once, assigning their roles, groups, and product licenses as part of the invitation.

1. In the Admin Console, click Users, then click Invite Users.
2. Add email address(es).
   1. Enter one or more email addresses. Separate multiple addresses with a comma to invite several users with the same roles, groups, and licenses at the same time.
   2. Click Add.
3. Select one or more Roles to assign.
4. Optional: Select one or more Groups. Learn more about user groups.
5. Using the toggles, select the Licenses to assign to the user(s).
6. Click Send Invites.
7. Review the summary of the permissions, then click Send Invitations or Send and Invite More Users instead.

Revoke an invitation

1. In the Admin Console, click Users.
2. For the relevant user, in the Actions column, click the more icon (vertical ellipses).
3. Select Cancel invitation.

Import users in bulk

You can also learn how to import users into Cio Manage in bulk.

1. Open this template and populate it with your users' information. Once finished, save it to your computer.
   • email: Enter the user's email address. Required.
   • first_name: Enter the user's first name. Required.
   • last_name: Enter the user's last name. Required.
   • initials: Enter the user's initials without any periods or spaces between letters.
   • time_zone: Enter the user's timezone.
   • address: Enter the user's street address.
   • city: Enter the user's city.
   • state: Enter the user's state or province.
   • zip: Enter the user's zip code or postal code.
   • country: Enter the user's country.
   • phone: Enter the user's phone number.
   • subscription_type: Enter either "Attorney" or "Non-attorney." Required.
2. In Clio Admin, click Users, then click Invite Users.
3. Click Import.
4. Upload the CSV.
    

Deactivate and reactivate users

You can deactivate firm users who no longer need access to Clio. Deactivating a user hides their calendar entries, but their previous activities and tasks remain. There is no option to permanently remove a user.

Deactivate a user

1. In the Admin Console, click Users.
2. For the relevant user, in the Actions column, click the more icon (vertical ellipses).
3. Select Deactivate user.
4. When the confirmation prompt appears, confirm by selecting Deactivate Users.

Reactivate a user

1. In the Admin Console, click Users, then click the Inactive filter.
2. Find the user, click the down arrow next to Edit, then select Reactivate Member.

Expire passwords and sign out users

Administrators can force a user to sign out of all active sessions, or require them to set a new password the next time they sign in.

Expire a user's password

1. In the Admin Console, click Users.
2. For the relevant user, in the Actions column, click the more icon (vertical ellipses).
3. Select Expire Password.
4. Confirm by selecting Expire User Password.

Sign a user out

1. In the Admin Console, click Users.
2. For the relevant user, in the Actions column, click the more icon (vertical ellipses).
3. Select Sign Out.
4. Confirm by selecting Sign Out All Users.

Reassign a user's work

In Clio Admin, click Users.

1. For the relevant user, in the Actions column, click the more icon (vertical ellipses).
2. Select the firm user(s) to reassign the work to for Matters, Tasks, and Calendar Events.
3. Click Reassign work.
    

Up next

• Assign and Unassign Roles: Learn how to assign and unassign roles for firm users.