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Why isn't the Personal Dashboard Showing?

 

Objective:

  • My Personal Dashboard isn't showing
  • When I click on Personal Dashboard there is nothing there
  • The Personal Dashboard page doesn't load

Environment:

  • Clio Web App
  • Practice

Additional Information:

Users will also need Reporting permissions in order to see the Performance Metrics & Detailed Annual Report.

Answer:

  • The Clio user doesn't have Billing permissions.
  • The Personal Dashboard has been turned off for the entire firm. Email Clio Support at Support@clio.com or call at 1-888-858-2546 x2. 
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