Unable to Find Some Matters after Editing a Group
Objective:
- Return ability to search for and find certain Matters in Clio after removing all firm members from a Group used in Matter Permissions
Environment:
Additional Information:
- The Matter Permission must have been originally set to a Group that was subsequently Edited to remove all firm members
- Searching for the expected Matter(s) will return no results if the Matter Permission is linked to a Group without any firm members
Answer:
- As an Administrator, in Clio Settings click on Groups, Permissions, and Job Titles
- Add yourself to the Group that was edited to remove all firm members
- Search for the desired Matter
- Optionally, change Matter Permission to Everyone