Objective:
- Manage the visibility of other user's billing rates
- Limit a user's ability to view any billing rate but their own
Environment:
- Clio Web App
- User Settings
Additional Information:
If you want to restrict a user's access to rate/billing information, then also remove permissions for Billing and Reports or they will be able to see that information there.
Procedure:
- Go to the Settings page and select Manage Users
- Select Edit under the User's name
- Select Limited in the Billing Rate Visibility dropdown menu
- Click on Save New Information at the bottom of the page