KCS - Who can see the Practice Dashboard?

Objective:

  • Practice Dashboard visibility 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • Billing Metrics are only available to users with Billing and Reports permissions.
  • Performance Metrics are only visible to Users who have Billing Rate Visibility set to "All," as well as Billing and Reports Permissions.
  • The Detailed Annual Report is only available to users with Billing and Reports permissions.
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