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How to View Permissions of All Firm Members

Objective:

  • Permission settings for all Clio Users
  • Edit permissions for all Users
  • View permissions

Environment:

  • Clio Manage

Additional Information:

  • Available permissions include Administrator, Accounts, Reports, and Billing.
  • For information on how to edit a user's permissions, click here.
  • For more information on what each User permission does, click here.

Procedure:

  1. Click on Settings
  2. Click Manage Users
  3. Look at the Permissions column to view each user's permissions. 
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