KCS - How to View Permissions of All Firm Members

Objective:

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

Environment:

  • Clio Web App

Additional Information:

Available permissions include Administrator, Accounts, Reports, and Billing.

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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