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If a User Does Not Have Access to a Matter Can They Still Pull the Information Within a Report?

Objective:

  • Whether a firm member can access data of a Matter they do not have permission to access

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, however, they will be unable to filter for this Matter specifically within the Reports, the data for this Matter will still be displayed as a result within the Reports in Clio.

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