Overview
Enhanced product navigation includes changes that better support organization visibility for all users.
This article will walk through the following areas
- Landing on the Matters page
- Navigating across organizations
- Navigation menus in Ediscovery and Case Builder
Landing on Matters
Upon logging into DISCO, users will land in their organization's Matters page.
If a user has access to multiple organizations, they will simply land in their primary organization represented in their user account settings.
In the image above, you can see that the user is currently on the Matters page for the DISCO LLC organization.
If you are unsure which organization is indicated as your primary, simply click on the user profile icon in the primary navigation to open the Account settings modal. There you will find the organization listed. See image below.
Navigating across organizations
Users will now have the ability to easily navigate across organizations to access their work through the new menu located in the primary navigation.
When clicking on the menu, users will see the list of organizations they have access to in addition to the current organization they are working in.
In the image above, you can see this user is currently in the DISCO LLC organization, but also has access to Cecilia Corp and CS DISCO.
When a user clicks on an organization from the menu, they will be navigated to the Matters page for that organization. From there, users can quickly access each of the matters they have access to within the organization.
Navigation menus in Ediscovery and Case Builder
Similar to the Matters landing page, within Ediscovery and Case Builder users have access to a menu within the primary navigation.
By clicking on the name of the review database, a menu will open displaying the organization and matter information. Simply click the organization to return back to the Matters page.