DISCO Review’s new permissions feature allows admins to create custom roles to define which feature, function, and action other DISCO Review users in their database are allowed to use and access.
To set up custom permissions:
- On the DISCO Review home page, in the main menu, click Review Team.
- On the Users & Roles page, on the Users tab, you can now assign users to custom roles you create.
- The Roles tab allows you to view DISCO Review’s standard roles, view custom roles, and create new custom roles. You can also view the permissions for each of the three standard roles (admin, reviewer, and restricted reviewer). These permissions are the same as before, but better visualized through checklists and can now be edited. Also, as before, only admins have the ability to manage users and now roles.
Custom roles
Custom roles can be created by copying an existing custom role, by copying the reviewer and restricted reviewer standard roles, or by creating a new role. This feature allows admins to easily control access to:
- Various areas of the DISCO Review application
- Mass actions in the document list
- Document viewer actions
Users’ experience with permissions
If a user is assigned to a role that limits areas of the application or actions, they will see a lock icon or other messaging to inform them that they do not have access to that feature. For example, if a role does not have access permission for term highlights, users assigned that role would see that term highlights is disabled in the navigation menu with a lock symbol next to it.
Additionally, if a user does not have permission to access particular actions in the document viewer, those actions will be disabled, with a lock symbol next to them.
If you see this lock symbol next to an action after logging into your DISCO Review database, you are not permitted to perform those actions inside that particular DISCO Review database, based on your assigned role.
This feature is available in all new databases created on or after February 7, 2017.