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How Do User Permissions Affect What Information Is Visible on the Matter Dashboard?

Objective:

  • What changes about the Matter Financial card based on Permissions?

Environment:

  • Clio Manage

Additional Information:

  • The two main User Permissions that affect what data is displayed on the Matter Dashboard are the Billing and Accounts Permissions

Answer:

Billing Permission

Billing permissions serve the purpose of preventing Users from inappropriately viewing financial information in Clio Manage.

Granting a User the Billing Permission will allow them to see the following information on the Matter Dashboard:

  • The Bills subtab within Contacts or Matters
  • The Work in Progress, Outstanding Balance, Matter Trust Funds, and Matter Budgets cards

Accounts Permission

Accounts permissions serve the purpose of preventing Users from inappropriately disbursing or transferring funds across accounts in Clio Manage.

Granting a User the Accounts Permission will allow them to see the same Matter Financial information as the Billing permission above, as well as the following information on the Matter Dashboard:

  • The Transactions subtab within Contacts or Matters
  • The “Transfer” button on the popup for client level funds (if applicable) 
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