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Can I Allow Permissions for Only Specific Reports?

Objective:

  • Allow the ability to see only certain Reports
  • Remove only Billing Reports from view

Environment:

  • Clio Manage

Additional Information:

  • To know how to edit permissions on Clio Manage, click here

Answer:

Not at this time. If you remove the User Permission for Reports for a User, they will not have access to the Reports tab at all.

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

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