- Is it possible to make it so that paralegals cannot delete a Documents in a Matter?
- Can I restrict certain parts of a Matter from a User
- Clio Manage
For more information on User Permissions, please click here.
While you may restrict the entire Matter from certain users, you cannot restrict certain parts of a Matter.
User Permissions for Billing and Accounts will limit what they can see on the "Bills" and "Transactions" tab within the Matter.