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A guide to the organization manager

Audience: Organization administrators

Benefits of the organization manager

A single stop for managing everything. The organization manager provides a single place to manage all the matters, review databases, and users associated with your firm or business. You can see and manage all the high-level permissions of individual users, including external users, from a single location.

Less risk of unauthorized access. The organization manager gives you increased visibility into the permissions of each user and review database, allowing you to find and remove unauthorized users more quickly and thoroughly.

A more intuitive organization structure. All of your review databases are grouped in their appropriate matters, allowing you to sort and navigate related databases more efficiently.

The ability to create and delete your own review databases. Get your review started faster by creating your own matters and review databases.

What’s different?

During the organization migration, we will be adding new functionality to your DISCO experience. In addition, we are updating the terminology we use to refer to your accounts and document collections.

New terminology

We will now use the terms matter and review database (or just database) to refer to two different things:

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In addition, there are two kinds of users in an organization. Internal users are those that belong to your organization, such as a partner, associate, or paralegal. External users are those that do not belong to your organization but have been granted access to one or more of your organization’s review databases, such as an expert witness or co-counsel.

There are also two kinds of DISCO accounts. Organization accounts are for the firm or business and are accessible only to organization admins. User accounts are for individual users.

As a current customer of DISCO, you will receive an organization account. Only organization admins will have access to this account, which will give you access to the organization manager, where you can add, edit, and delete all matters, review databases, and users associated with your organization.

New functionality

All users are navigated to the My Matters page after logging in. This page shows all matters and review databases that you are working in. Even if you are organization admin, the My Matters page will not show all your organization’s matters, just the ones you’ve been individually added to.

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If you are working on any matters and review databases that are associated with an organization that has not had organization manager enabled yet, then you can see them by clicking Go to my legacy matters at the top of the page.

If you are an organization admin, you will also have access to your organization’s organization manager. To navigate to the organization manager, use the menu in the top left.

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The organization manager has two pages: Matters and Users. The Matters page has a list of all the organization’s matters and review databases. If a review database is part of multiple matters, it will show up in the Additional matters column.

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The Users page has a list of all the organization’s users, all users with access to one of your organization’s databases, and all users added from this page.

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Using the organization manager

How to create a new matter

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  1. Navigate to Organization Manager in the menu in the top left.
  2. Select the blue Create new button.
  3. Enter the information about the new matter, including the name, client and matter numbers, and any notes.
  4. Toggle Use short style if you want the matter to be listed with the Short style name. The Display name will be used throughout the Review application.
  5. Click Next.
  6. Indicate whether you want to create a review database in this matter. If you do, add the name of the database and any billing instructions.
  7. Click Create.createnewmatterpart2.gif
  8. The new matter will appear on your My Matters page.

How to manage existing matters

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  1. Navigate to Organization Manager in the menu in the top left.
  2. To the right of the matter you want to edit or delete, select the menu.

In the menu, you can either edit the matter, add a review database to it, or delete it. If an option is not clickable, it may mean you do not have permissions to perform that option.

Matters with active review databases cannot be deleted until the review databases are deleted or moved to another matter.

How to create a new review database

If you want to create a new matter and a new review database, see “How to create a new matter” above.

If you want to create a new review database under an existing matter, follow the instructions below.

  1. From anywhere in the app, navigate to Organization Manager in the menu in the top left.
  2. To the right of the matter you want a new review database for, select the menu.
  3. Click + Add review database.addreviewdatabasepart1.gif
  4. Enter the review database name and any billing instructions.
  5. Click Createcreatenewreviewdb2.gif
  6. To ingest documents, go to the main menu and select Ingest in the Data section. Click the Ingest button to ingest native files directly from your device and instructions on how to ingest with FTP or through the mail.
    Screen_Shot_2018-09-17_at_3.43.57_PM.png

How to manage an existing review database

 

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  1. From anywhere in the app, navigate to Organization Manager in the menu in the top left.
  2. Expand the matter in which the review database is located by selecting Show details.
  3. To the right of the database, select the menu.

You can edit or delete the database from the menu.

How to add a new user

  1. From anywhere in the app, navigate to Organization Manager in the menu in the top left.
  2. In the main menu, select Users.
  3. Click the blue Create new button.createnewuserpart1.gif
  4. Add the user’s email address and name.
  5. Select the user’s organization.
  6. Click Create user.part2createuser.gif

How to manage existing users

  1. From anywhere in the app, navigate to Organization Manager in the menu in the top left.
  2. In the main menu, select Users.
  3. To see what role the user has in their associated review databases, expand the entry by selecting the > icon. To edit this role, you will need to navigate to the review database and make the changes from the Review Team page.howtomanageexistingusers.gif
  4. To edit the user’s permissions, hover over the user and click the Org. admin and/or Can create matters checkboxes.
  5. To edit the user’s information, hover over the user and select the pencil icon.

To remove the user from your organization and your organization’s review databases, click the X icon to the right.

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