Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - 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 Web App

Additional Information:

n/a

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.

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