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Managing users, roles, and permissions in a review database

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

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How to add a new user to a review

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

  1. Navigate to the review team dashboard by selecting "Review Team" in the main menu.Nav_to_U_R_in_Review.gif
  2. Type the new user's email address into the "Add a new user..." field at the top. 
  3. Click the "Select a role" dropdown menu to the right and select the role you want to assign to the new user. If you need to create a custom field, see how to do so below.
  4. Once you've selected the correct role, click the blue + symbol to the right. This will add the user to the review team. However, they will not appear in the list below until they have checked their email and approved their user information.Add_user_to_review.gif

How to manage existing users in a review

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

When you are "managing" a user, you can either delete the 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. Navigate to the review team dashboard by selecting "Review Team" in the main menu.Nav_to_U_R_in_Review.gif
  2. Locate the user you want to update in the user list.
  3. To delete the user, select the trash can icon to the right of their information. Then, select the red "Delete" button to verify the action.Delete_user.gif
  4. To change the user's role, select the role dropdown menu to the right of their email address. Then, select the new role you want to be assigned to the user. Change_role.gif
  5. Click away from the user and your changes will be saved.

The default roles

There are 3 default roles in DISCO Review:

  • Admin: The admin (administrator) role may complete all actions in DISCO Review.
  • 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 the workflow review stages. Reviewers do not have access to self-ingest or the ability to manage workflow stages.
  • Restricted Reviewer: The restricted reviewer cannot search, complete mass actions, create tags on the fly, or produce documents. They also do not have access to self-ingest features or the ability to manage workflow stages. They are able to see documents and related documents (such as families, conversations, and similar documents) in the document viewer. However, they will only be able to perform an action on a related document if the related document is part of their assigned batch. They will only be able to access the workflow stage(s) to which they have been assigned. 

How to create a custom role

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

  1. Navigate to the review team dashboard by selecting "Review Team" in the main menu.Nav_to_U_R_in_Review.gif
  2. Toggle to the "Roles" section of the page.
  3. Under the "CUSTOM ROLES" section, you can select an existing role to edit using the "Edit," "Copy this role," or "Delete" buttons.Custom_role_edit_buttons.gif
  4. Or, you can click"+ New custom role" to create a brand new role. Type the name of the role into the "Role name" field.Create_new_role_from_scratch.gif
  5. Expand, check, and uncheck different options in the permissions section to the right to customize how much a user with that role can view and manage different parts of the application.
  6. To create a rule, scroll down to the "Rules" section and follow the prompts. Rule.gif
  7. When you are finished customizing the role, scroll back up to the top and click either the "Save" or "Create Role" button.

 

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