KCS - What Columns Does a User See When They Have No Permissions?

Objective:

  • What does a user see on their menu bar when they don't have Administrative, Billing, Reports, or Accounts permissions?
  • What options does a user with no permissions see on the black bar?

Environment:

  • Clio Web App

Additional Information:

For more information on Permissions, click here 

Answer:

  • Dashboard (limited view)
  • Calendar
  • Tasks
  • Matters
  • Contacts
  • Activities
  • Documents
  • Communications
  • Integrations
  • Settings
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