Managing user roles and permissions

There are no user licenses in DISCO. You may create an unlimited number of users per Disco matter.

To create a new user, navigate to the top menu Manage > Users > Create New. From the Create New User dialog, enter the user's email address and role, e.g. access level. The new user will immediately receive an email with login instructions. Here is a breakdown of the different user role options:

  • Admin: The admin role may complete all actions in DISCO.
  • Reviewer: The reviewer may complete searches, complete mass actions, create tags on the fly, and produce documents from DISCO. Reviewers may also review documents inside or outside of Workflow's Review Stages. Reviewers do not have access to self ingest, setup Workflow Stages, or manage Workflow Stages.
  • Restricted Reviewer: The restricted reviewer does not have access to the usual DISCO features of search, batch actions, creating tags on-the-fly, and productions. They only have access to the stage(s) for which they have been assigned. In the document viewer, restricted reviewers will have access to view related documents (such as families, conversations, and similar documents). If a related document is not in one of their assigned batches, the restricted reviewer will not be able to perform any action on the document. They will only be able to view the related documents within the context of their review.


 *Please read Permissions - Users & Roles for all matters created on or after February 7, 2017. 

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