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Understanding the organization manager

Terminology

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

Orgs_Matters_Databases_Users_chart_reviewer_copy.png

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.

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.

2019-04-10__My_Matters.png

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.

2019-04-10_Organization_Manager.png

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.

2019-04-10_additional_matters.png

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.

2019-04-10_Users-page.png

Creating a new matter

  1. Navigate to Organization Manager in the menu in the top left.
  2. Select the Create new button.
  3. Enter the information about the new matter, including the Style* or full name, Short style or abbreviated name, Display name*, Client-matter number, Owning organization* 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.2019-04-10_New_Matter.png
  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.2019-04-10_review_database_New_Matter.png
  7. Click Create. The new matter will appear on your My Matters page.

Managing existing matters

  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.

Creating a new review database

If you want to create a new matter and a new review database, see Managing existing matters 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.
  4. Ensure Create a new review database is selected.
  5. Enter the Review database name*, Default time zone, and any billing instructions.
  6. Click Create.2019-04-10_create_review_database.png
  7. To ingest documents, exit from the Organization Manager. After logging in to DISCO you will be directed to the My Matters page. Go to the main Menu and select Ingest in the Data section. Click the Ingest button to ingest native files directly from your device. For additional details, see Preparing your files for ingest and choosing an ingest method for instructions on how to ingest with FTP or through the mail.
    Screen_Shot_2018-09-17_at_3.43.57_PM.png

Managing an existing review database

  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.

Adding 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 Create new button.
  4. Add the user’s email address and name.
  5. Select the user’s organization.
  6. Click Create.2019-04-10_create_user.png

Managing 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. See Managing users, roles, and permissions in a review database for information.
  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.2019-04-10_edit_users_info.png

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

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