San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Limit Permissions to Reports in Clio Grow?

Objective:

  • Hide the Reports tab in Clio Grow

Environment:

  • Clio Web App
  • ...

Additional Information:

Currently, there are two Permission types:

  1. 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
  2. Normal: Access to all aspects of the platform except for those listed above that are limited to admins

Answer:

Not at this time.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality