Introducing The Law Community, the online community just for Clio customers. Sign up now.

Which Users Have Access to the New Firm Dashboard in Clio Manage?


  • Who can see Firm Dashboard?
  • What Permissions will allow User to see Firm Dashboard?
  • Can I turn off Firm Dashboard for Users?
  • Which Users see Firm Dashboard?
  • Who Can Access The Firm Dashboard in Clio Manage?
  • Why can't I see the FIrm Dashboard in Clio?


  • Clio Manage

Additional Information:

  • The ability to view the Firm Dashboard can be set for individual users by changing their "Reports" permissions setting.  See this article for how to change user permissions


Individuals with "Reports" permissions have access to see the Firm Dashboard.

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