2017

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KCS - Can I Limit Who Receives Credit Card Confirmation Emails at the Firm?

Objective:

  • Restricting who receives credit card confirmation emails 
  • Choose which users receive Clio Payments notification emails

Environment:

  • Clio Web App 

Additional Information:

User Permissions

Answer:

Users who have Billing Permissions will receive credit card confirmation emails. In order to prevent a user from receiving confirmation emails, remove their Billing permissions. 

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