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Create an Internal User

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You can create an internal user in the administration area to provide an individual access to the application.

  1. Select Launchpad > Go to Admin > Users > Internal.
  2. Click the Add User button.
  3. Enter the First Name, Second Name, Email.
  4. Optionally enter any other required information.
  5. At the bottom of the Add User blade, click the User Account navigation bar.
  6. Set the user to active.
  7. Choose the Identity Provider:
    • Local Forms-Based Login is a username and password-based login.
    • Enter the external user identifier for external identity providers such as Windows AD.
      Shows the security and access screen - make sure you set the user to active.
  8. Select the organisation the user belongs to (your organisation for internal users).
  9. You are now able to select the Persona for the user. This determines the system view your user sees.
  10. Click Confirm then Save.
  11. If you have created a forms-based login, you must provide a temporary password for the user.

Review

You have now successfully created a new user and they are able to login to the application. Next, you should add the user to the appropriate teams to ensure they have permissions to work in the system and can view / access work types.

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