- 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
- Clio Web App
For more information on permissions at the User level, see here.
For more information on permissions at the Matter level, see here.
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.