Objective:
- User permissions
- Edit user permissions
- Make changes to user permission
- Update user permissions
- Administrator
- Reporting
- Billing
- Accounts
Environment:
- Clio Manage
Additional Information:
Procedure:
Classic Billing System
- Navigate to Settings
- Click on Manage Users
- Click on Edit under the user you wish to make the edit too
- 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