KCS - Can I Remove the Financial Section from the Dashboard?

Objective:

  • Customize the Matter Dashboard
  • Hide the Financial section of Dashboard

Environment:

  • Clio Web App

Additional Information:

It's possible to hide some of the information within the Dashboard for certain Users if the Billing and Accounts Permissions are removed from the User's profile by an Admin User.

The User's view will only show the total hours within the Financial Section. For more information on how to edit User Permissions click here

Answer:

No. It is not possible to completely remove the Financial Section from the Matter Dashboard. 

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