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If a User Doesn't Have Permissions for a Specific Matter, Can They Still View Activities Belonging to That Matter?

Objective:

  • Can a user view Time Entries / Expenses belonging to that Matter that they don't have permissions to view?

Environment:

  • Clio Manage

Answer:

If a User does not have Permission to view a Matter, they will not be able to view the contents of the Matter, including its Activities.

Note that Users with the Billing Permission (and Users with the Administrator Permission) can see still Activities for a Matter they might not have Matter Visibility Permissions to see through channels such as Global Search, or through Line Items on generated Bills.

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