Permissions
Videos
Articles
- Can I Prevent Users from Applying Trust Towards Certain Clients' Bills?
- Can you View Bills on a Matter you do not have Permissions for?
- What permissions does a user need to export data from Clio Manage?
- Can I Prevent Other Users from Seeing Certain Activities?
- Can I Block a Specific User from Accessing a Specific Matter?
- Why can't I see any Matters?
- Why Matters Cannot be Found When Using the Outlook Add-in?
- What Permissions Does A User Require in Order to Edit a Time/Expense Entry?
- Does Adding a User to a Group, Retroactively Reflect Previous Matters Assigned to That Group?
- Can an Administrator see all Matters?
- Why Are There Matters Included on the Matters Report That I Can't See on the Main Matters Page?
- Can I Edit Group Permissions for a User Who is not Activated Yet?
- Why Can't I View a Matter From the Billing/New Bills Page?
- Why Can't I Share a Bill With a Message if I Don't Have Matter Permissions?
- Can you Mark Items as Confidential Within a Matter?
- Do Matter Permissions Carry Over to Document Integrations?
- How Do Matter Permissions Affect the Firm Feed?
- How to Edit a Matter's Permissions
- Is it Possible to Restrict Certain Portions of a Matter from Certain Users?
- Will Users in a Permissions Group See Time Added by Other Users in the Same Group?
- Can I Set Matter Permissions to View Only?
- Can I Have a Default Permissions Field Set When Creating a Matter?
- I Can't Add Time to a Matter
- If I Restrict a User from a Matter but they are an Administrator, are they Able to Access the Matter?
- Why Don't I See a Transactions Subtab Within the Contact/Matter?
- What Do the User Permissions Do?
- Who at The Firm Can Set up a Document Integration?
- User Cannot Access Certain Matters