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

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.

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