KCS - How Can I See What Permissions All Users Have?

Objective:

  • I am setting up Clio Payments and want to double check who has Billing Permissions to receive Clio Payment notifications.
  • How can I see who else might have billing permissions?

Environment:

  • Clio Web App

Additional Information:

For more information on Managing Users, click here

Answer:

1. Go to Settings

2. Click on Groups, Permissions, and Job Titles

Another way to do this would be to go into Settings > Manage Users to see exactly who has what Permissions, whereas the Groups, Permissions and Job Titles page is a great place to go when you want to edit those Permissions quickly.

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