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Who Can Receive Matter Budget and Trust Balance Notifications?

Objective:

  • To explain what permissions are required for a User to be eligible to sign up for Matter Balance and Trust Balance Notifications
  • "One or more selected firm users do not have billing permissions or permission to view this matter" error shows up when adding a user under the Trust balance notifications section of editing a matter

Environment:

  • Clio Manage

Additional Information:

Answer:

There are two requirements for a user to appear as available to receive Matter Budget and/or Trust Balance Notifications:

  1. The user must have Accounts, Billing, or Admin permissions
  2. The user must have permission to view the Matter

 

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