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.