KCS - How to Prevent Users from Viewing the Practice Dashboard

Objective:

  • How To Remove Permissions to View the Dashboard

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Manage Users 
  3. Select Edit below the user's name 
  4. Scroll down 
  5. Uncheck the boxes Administrator, Billing, and Report

 

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