Who can see the Personal Dashboard?

Objective:

• Personal Dashboard visibility 

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

• Billing Metrics, Financial Metrics, and Annual Report 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.