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If a User Does Not have Permissions for a Specific Matter, Can They Still Run Reports Containing Information From That Matter?

Objective:

  • Can a user run reports containing data from Matters they don't have permissions to view?
  • Running reports without Matter permissions?
  • Can I run a Report for Matters I don't have permissions for?
  • If I don't have permissions for all Matters, what happens when I run Reports?
  • Will Reports show information for Matters I do not have permissions to?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, Reports will show data from all Matters matching the filters used, even if the user running the Report does not have permissions to view the Matter. 

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