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Can I Select a Group of People to Have Access to Specific Cases?

Objective:

  • Can I limit the Matter Permission to a list users

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, you are are able to set the Matter Permission level to Me, Everyone, or to a Custom Group. You will first need to create a Group within your settings, prior to editing the Matter and setting the Matter Permission to this Group.

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