Objective:

• Create custom permission settings for users.
• Create permission for bookkeepers to see only Bills and Accounts, not Matters and Clients
• Restrict Users from seeing other Users' time spent

Environment:

• Clio Manage

Additional Information:

• For more information on permissions at the User level, see here.
• For more information on permissions at the Matter level, see here.

Answer:

No, not at this time.

At the User level, there are four types of permissions: Administrator, Billings, Accounts, and Reports.

At the Matter level, you can assign a Matter to a certain individual, everyone in your firm, or a specific Group. Users with permission to see a Matter can see all the time spent and by whom.