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.

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

Only organization administrators can change the users in an organization.

Adding a new user to an organization

Only organization administrators can add users to an organization.

1. On the DISCO home page, click the  icon and then click Organization Manager. If you don't see a menu or the Organization Manager option, you are not an organization admin and cannot add a user at the organization level.
2. You'll see a list of the organization's matters. If you'd rather add a user to a specific database, see How to add a new user to a review. Otherwise, follow the remaining instructions.
3. Click Menu and then click Users.
4. On the Users page, click Create new.
5. In the Create user dialog, add the user's email address, first name, and last name. When you add the email address, the Organization field may be automatically filled. Otherwise, select the correct organization from the dropdown.
6. Click Create.

Updating existing users in an organization

Only organization administrators can manage users in an organization.

When you are editing a user in the Organization Manager, you can update their name, change the organization they belong to, change whether they are an organization admin, and change whether they can create matters. If you want to change the user's email address, you must delete the user and add them again.

1. On the DISCO home page, click the  icon and then click Organization Manager. If you don't see a menu or the Organization Manager option, you are not an organization admin and cannot add a user at the organization level.
2. You'll see a list of the organization's matters. If you'd rather edit the user in a way that is specific to a database (for example, if you want to change a user's role in a database), you have to edit the user in the database instead of in the organization manager. See How to manage existing users in a review for more information. Otherwise, follow the remaining instructions.
3. Click Menu and then click Users.
   
4. You'll see a list of the organization's users. If a user has a role in a review database, that database will be listed underneath the user's name. To expand this list, click Expand all or click the arrow to the left of the user's name.
5. From this list of users, you can check and uncheck ORG. ADMIN and CAN CREATE MATTERS.
   • The ORG. ADMIN checkbox will give the user the role of organization administrator, which will give them permission to manage matters, review databases, and users.
   • The CAN CREATE MATTERS checkbox will only give them the ability to create matters and is automatically checked if the user is an organization admin.
     
     To further edit the user's information, click the pencil icon next to the user's name.
6. In the Edit user dialog, change the user's name or organization. When you are finished, click Save.
   

Deleting a user

Only organization administrators can delete users in an organization.

1. On the DISCO home page, click the  icon and then click Organization Manager. If you don't see a menu or the Organization Manager option, you are not an organization admin and cannot add a user at the organization level.
   
2. You'll see a list of the organization's matters. If you'd rather delete the user from a database/matter instead of the entire organization, you have to delete the user in each database instead. Otherwise, follow the remaining instructions.
3. Click Menu and then click Users. You'll see a list of the organization's users.
4. Click the Remove user icon next to the user you want to remove.
   
5. In the Remove User warning dialog, click Remove.