- Understand Matter Permissions
- Limit Matter Visibility
- Make Matter Visible to Everyone
- Clio Web App
Permissions will determine which Clio Users can view the Matter. Those without Permission will not be able to locate the Matter through searching or in the Matters list.
- Everyone: All Users on the Account have access
- Group: Only Users within that Group can access (update Groups here)
- Me: You are the only person with access