Duncan AbdelnourMay 15, 2026
Cleo Pay Custom Roles & Permissions
13views
Cleo Pay Custom Roles & Permissions
Duncan Abdelnour
Clio Pay now features customizable roles and granular permissions, allowing you to tailor access levels for every team member. Easily create specific roles like 'view-only' to control who can view reports or perform actions within the platform.
Cleo Pay Custom Roles & Permissions
Duncan Abdelnour
Clio Pay now features customizable roles and granular permissions, allowing you to tailor access levels for every team member. Easily create specific roles like 'view-only' to control who can view reports or perform actions within the platform.
Chapters
00:00
Introduction to New Roles
Duncan introduces the new custom roles and responsibilities feature in Clio Pay.
00:25
Creating Custom Roles
00:58
Use Case Examples
01:10
Assigning Granular Permissions
Transcript
00:00
Hi, Duncan here from Clio Pay.
00:02
today we're excited to announce we have all new roles and responsibilities, editors.
00:07
So, you now have the ability to create custom roles throughout your organization, And provide granular permissions to any team member.
00:14
so we can go ahead here.
00:16
And we have our existing approver and payer roles, but now we have the ability to create in a role.
00:22
So this might be view only, view only access.
00:28
and then we can go on and turn on any specific permissions we want that user to have.
00:36
So we can see here we have all these view only we can view reports.
00:40
They would not be able to approve invoices, pay invoices only, view data.
00:46
So this is great for kind of like a clerical person who you might need to come in, grab reports, check on data, but not necessarily approve or take really any actions in the platform.
00:56
but you can see here we have granular, responsibilities and permissions for every, pretty much action on the platform.
01:04
So hope this is helpful and it's as easy as creating a role and then you can assign that role to specific members as well.
1 Comment
1 Comment
A
AnonymousSep 3, 2026
DUNCAN!!!