Objective:
- Change roles for firm members
- Change User Permissions
Environment:
- Clio Grow
Additional Information:
Currently, there are two Permission types:
- Admin: permissions that are limited to admins:
- Invite and deactivate users
- Update billing information
- View reports
- Bulk export matters and contacts
- View matter value totals on the pipeline
- Normal: Access to all aspects of the platform except for those listed above that are limited to admins
Only Users with Admin Permissions can assign User Permissions
Procedure:
- Go to the Settings page
- Click on the “Account” tab
- Click the blue link under the "permission" column
- Select the appropriate permission
- Click “Assign Permission” to save the changes