KCS - Can I Customize Users' Permission Settings?

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 Web App

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:

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. 

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