New feature additions are currently in crawl.
Overview
Organization admins have the ability to manage users, roles, and permissions for their organization from within the "Users" page in Organization Manager.
From the main page, organization admins are able to
- view and manage all users within the organization
- view and manage each user's organization role
- view each user's last login time, as well as the number of review databases they currently have access to within the organization
- search across all users and sort columns as needed
- export the detailed user information presented throughout the feature
By clicking "Open" on any user, a detailed view of each user will display where organization admins are able to
- view and manage the specific user's organization role
- view the organization the user belongs to
- view the specific user's last login time to the organization
- view the list of review databases the specific user has current access to, as well as their role and last accessed information for each review database
- manage user access, roles, and permissions to individual review databases by selecting "Manage review team" from the menu located next to the individual review database
to note: to quickly access the user details panel for various users, you do not need to close out of the panel. Simply click "open" on any user listed in the main table and the user details panel will reflect the user selected.
For instructions on how to add and manage users, roles, and permissions at the review database level, see Managing users, roles, and permissions in a review database.
Organization level roles
A user must be assigned one of the following roles within the organization:
-
Organization Admin
- User has the ability to manage matters, review databases, and users for the organization
- User has access to all organization admin features for the organization (Matters, Users, Metrics, Settings, AI models)
-
Matter Creator
- User has the ability to create matters and review databases within the organization
-
Member
- User has access to the matters and review databases they have been assigned to within the organization
Adding a user
Users can be added to an organization from within the Users page in Organization Manager.
- From the Users page within Organization Manager, click "Invite user" in the top right-hand corner.
- In the modal that opens, enter the user's email address, first and last name, and designate their role
- Click "Send invite" for the user to receive an email invitation to the organization in order to create their account and login to DISCO
- After sending the invite, the user will display on the page for future access and role management
If a user is added to a specific review database or case team prior to existing within the organization,
- the user will be added to the Users page within Organization Manager
- the user will be given the Member role by default at the organization level
Deleting a user
Users can only be removed from the organization from within the Users page in Organization Manager.
- From the Users page within Organization Manager, open the user details for the specific user you are needing to remove
- Click "Remove user" at the bottom of the user details panel
- In the confirmation modal that opens, click "Yes, remove" if you would like to remove the user from the organization entirely
- Once this action is taken, the user who was removed will no longer have access to the organization or any of the matters and review databases they had access to
If you are only trying to remove the user from a specific review database, you can manage individual review database access in the Review Team page
- From the Users page within Organization Manager, open the user details for the specific user you are needing to remove
- In the "Review database activity" table you can see the current review databases the specific user has access to, their current role within the database, as well as the last time they accessed the database
- Click "Manage review team" from the menu option
- From there, you will be routed to the Review team page for that specific review database where you can then manage the user's role and access directly