Clio: Adjusting Legacy Users

Clio: Adjusting Legacy Users

Do the following actions for each person who no longer works at your firm:
  1. Go to Settings > Manage Users
  2. Click on Edit for the old user:  
  3. Click on "Change Login EMail"
  4. Provide a unique "Plus" email address for them using your address.  For example, if your email address is: BobSmith@SmithFirm.com Use something like: BobSmith+JohnYoung@SmithFirm.com
  5. Click "Change Login Email"
  6. You will receive an email from Clio. Click the link in the email and sign into Clio to approve the change.
  7. Now go to Settings > Manage Users and edit the same User.
  8. Now Click on "Force Password Reset"
  9. You will receive an email from Clio. Click the link in the email and provide a new password for this legacy account. NOTE:  After doing this step, you will be logged in as the legacy user.  You will likely need to sign out again.