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KCS - How to Hide Billing Rate Information from a User

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:

  1. Go to the Settings page and select Manage Users
  2. Select Edit under the User's name
  3. Select Limited in the Billing Rate Visibility dropdown menu
  4. Click on Save New Information at the bottom of the page

 

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