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If a User is Restricted From Viewing a Matter, Will the Associated Bill(s) Be Visible?

Objective:

  • To determine if Bills can be viewed by anyone without permission on that Matter
  • If setting permission to "me" will stop the bills being viewed 
  • If a Matter Permission is Set to "Me" will the Bills be Visible?

Environment:

  • Clio Manage
  • Bills
  • Matters

Additional Information:

  • The only way to remove access to Bills would be to remove Billing permission
  • Changing permissions does not prevent other users from viewing billing and reports associated with that Matter.  The "Me" permission on a Matter allows certain information to be hidden such as Documents, Notes, and Matter details

Answer:

Yes, the Bills will be visible. 

 

 

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