KCS - If I Grant a User "Accounts" Permission, Will They Have Access To My Private Matter Transactions?

Objective:

  • Most of my Matters are private and would like to grant a User in my firm Accounts permission. Would they be able to view my private Matter transactions? 

Environment:

  • Clio Web App

Additional Information:

Granting a User "Accounts" Permission will give the user the ability to see the Accounts tab at the top of Clio, and the Transactions tab within Contacts and Matters.

For more information on User Permissions, click here

Answer:

Granting a user Accounts permission will grant them access to the main Transactions tab, where they will be able to see all transactions, even those belonging to private Matters. 

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