Objective:
- Update User Permissions
- Edit User Permissions
- Modify User Permissions
- Remove User Permissions
- Add 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 update User Permissions
Procedure:
- Click on Settings
- Click on Account
- Click on user's permission level to edit
- Select Administrator or Normal