This article may be out of date!
Visit the New Knowledge Center

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 Manage

Additional Information:

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality