KCS - How Do I Edit Billing Rate Visibility for Users?

Objective:

  • Change User Information to see Billing Rates
  • Hide Billing Rates of other Users 

Environment:

  • Clio Web App

Additional Information:

Each Billing Rate Visibility will have a different impact on a Clio user's account these are explained below:

  • All: The user can see their rate as well as the rate of any users in the firm, along with the total for time entries.
  • Limited: The user can only see their own rate.
  • None: The user can not see any rates or totals for time entries.

Procedure:

  1. Navigate to Settings
  2. Click on Manage Users
  3. Click to Edit under the User profile
  4. Select either All, Limited, or None within the Billing Rate Visibility field
  5. Click to Save New Information 
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