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What Can You See in a Matter When You Don't Have the Permission to View it?

Objective:

  • If I disallow other Users from viewing a specific Matter in Clio, can they see any of the resources associated with it?
  • Matter Permissions

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Even for Matters you don't have Permissions to view, you will still be able to see the following:

  • Calendar Events (if you have the Permissions to see the Calendar they are on)
  • Tasks (if the Task is assigned to you)
  • The Client and Matter will appear in Billable Clients (if there are unbilled Time Entries)
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