Objective:

• User permissions
• Edit user permissions
• Make changes to user permission
• Update user permissions
• Administrator
• Reporting
• Billing
• Accounts 

Environment:

• Clio Manage

Additional Information:

• User Permissions

Procedure:

Classic Billing System

1. Navigate to Settings
2. Click on Manage Users
3. Click on Edit under the user you wish to make the edit too
4. Scroll to the bottom and check/uncheck the boxes under Permissions

 

New Billing System

• Navigate to Settings
• Click on Manage Users
• Click on Edit to the left of the user's name
• Scroll to the bottom and check/uncheck the boxes under Permissions