The Clio Cloud Conference is happening October 26-29. Save your spot.

Which Tabs Can a User See When They Have No Permissions in Clio Manage?

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 Manage

Additional Information:

  • For more information on Permissions, click here 

Answer:

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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality