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Do I Need Administrator Permission to Access the Clio Payments Page?

Objective:

  • What Permission is needed to view the Clio Payments Transaction Table? 
  • Who has the ability to access Clio Payments? 
  • Can users with no administrative permissions use Clio Payments?

Environment:

  • Clio Manage

Additional Information:

To view the Clio payments transaction table, click here.

Answer:

No, Administrator permissions are not needed. Users with Billing Permissions will be able to access the Clio Payments Transaction Table 

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