Clio: Adjusting Legacy Users
Do the following actions for each person who no longer works at your firm:
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Go to Settings > Manage Users
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Click on Edit for the old user:
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Click on "Change Login EMail"
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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
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Click "Change Login Email"
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You will receive an email from Clio. Click the link in the email and sign into Clio to approve the change.
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Now go to Settings > Manage Users and edit the same User.
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Now Click on "Force Password Reset"
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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.
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