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Can you Bulk Restrict Existing Matters from a New User?

Objective:

  • I'm adding a new user and I don't want them to access my existing cases

Environment:

  • Clio Manage

Additional Information:

To manage this proactively, create user groups and assign permissions to groups instead of individual users. You can then add new users to groups based on the permissions you want them to have.

Answer:

You can't bulk edit permissions, you need to edit them one by one.

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