Issue:
- Firm user is unable to access a Matter
- Missing Matter
- Able to view Matter within a Report but unable to locate or open Matter
Environment:
- Clio Manage
Additional Information:
- If you are in New Clio, the error message will be : "Unable to view matter. You either don't have access to this matter or it doesn't exist."
- If you are selecting the Matter within a Web Report, it may simply just navigate you back to the main Matters tab.
Cause:
- The Browser's cache needs to be cleared
or - The Matter Permissions is set to a single user or a Group
Resolution:
Click here for instructions on how to clear your cache
If the issue persists, please complete the following steps:
- Ask a user who has permission to see the Matter to view the Matter
- Select Edit
- Select the Matter Permissions drop-down menu
- Choose everyone or a group you are included in
- Select Update Matter