KCS - What Areas of Clio can be Permissions Restricted?

Objective:

  • Which places in Clio can be hidden for some users? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. Specific Matters: Permissions can be granted to a specific User or User Group (Matter Permissions and Groups)
  2. Billing, Accounts, Reports, and certain areas of Settings (User Permissions)
  3. Billing Rates: You can hide the Rate and Totals on Time Entries (Permissions for Billing Rates)
  4. Your Calendars (Sharing and Viewing Other Users' Calendars)
  5. Individual Tasks (How do I Make a Task "Private"?)
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