There are no user licenses in DISCO. You may create an unlimited number of users for your review databases.

Adding a new user to a review database

Only organization and/or review administrators can add users to a review database.

1. On the DISCO home page, in the main menu, click Review Team.
   
2. On the Review Team page, click in the Assign or create a user... text box and select a user from the list or click New user to create a new user. Then, choose a role for the user in the Select a role dropdown (custom roles are available as well):
   • Admin – The admin role may complete all actions in DISCO.
   • Reviewer – The reviewer may complete searches, complete batch actions such as mass tag and exhibit sets, set up and manage stages, and produce documents from DISCO as well as review documents inside and outside of Review Stages.
   • Restricted Reviewer – The restricted reviewer does not have access to the usual DISCO features of search, batch actions, and productions. They only have access to the stages 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). However, 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 these related documents for purposes of context in their review.

3. When you add a restricted reviewer to a stage, they will receive a welcome email instructing them how to log in to the database and start reviewing, and they can then check out batches and review documents.

Managing existing users in a review database

Only organization and/or review administrators can manage users in a review database.

You can delete a user or update their role. If you want to change the user's email address, you must delete the user and add them again.

1. On the DISCO home page, in the main menu, click Review Team.
   
2. On the Review Team page, next to the user you are editing, either click in the Change Role dropdown to select a new role, or click the X to delete the user.
   
   Your changes will be saved automatically.

Creating a custom role

Only organization and/or review database administrators can create or edit custom roles in a review database.

1. On the DISCO home page, in the main menu, click Review Team.
   
2. On the Review Team page, click the Roles tab.
   
3. In the CUSTOM ROLES section, click New custom role.
   
4. In the Role name text box, enter the name of the new role, and then click Create Role.
   
5. Select and deselect feature permissions, work product permissions, and default document access to customize how much a user with that role can view and manage different parts of the application.
6. To create a rule, under Rules, click Create a new rule.
   
7. In the New Rule dialog, select the conditions for the rule and then click Save.

Please head to this page for more information on the Autumn 2023 updates to role permissions.