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

Objective:

  • 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?

Environment:

  • 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

Answer:

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

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