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Managing users, roles, and permissions in an organization

For instructions on how to add and manage users, roles, and permissions at the review database level, go here.

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.

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How to add a new user to an organization

Only organization administrators can add users to an organization.

  1. Navigate to the organization manager dashboard by selecting the home icon and "Organization Manager" in the menu. (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.)Navigate_to_OM.gif
  2. You'll see a list of the organization's matters. If you'd rather add a user to a specific database, go here. Otherwise, follow the remaining instructions.
  3. Click the top menu and select "Users."Select_users.gif
  4. Select the blue "Create new" button in the top right.
  5. Add the user's email address, first name, and last name in the appropriate fields.
  6. When you add the email address, the "Organization" field may be automatically filled. Otherwise, select the correct organization from the dropdown menu.
  7. Click the blue "Create" button.
  8. Create_new_user.gif

How to manage 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 either: 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. Navigate to the organization manager dashboard by selecting the home icon and "Organization Manager" in the menu. (If you don't see a menu or the "Organization Manager" option, you are not an organization admin.)Navigate_to_OM.gif
  2. You'll see a list of the organization's matters. If you'd rather edit the user in a way that specific to a database, e.g. 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. Otherwise, follow the remaining instructions.
  3. Click the top menu and select "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" in the top right or click the arrow to the left of the user's name.Go_to_Users___expand.gif
  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.
  6. To edit the user further, select the edit icon to the right of the organization name. You can change their first and last names by typing them in the appropriate field. You can also change their organization using the dropdown menu. Finally, click the blue "Save" button.Edit_existing_user.gif

How to delete a user

Only organization administrators can delete users in an organization.

  1. Navigate to the organization manager dashboard by selecting the home icon and "Organization Manager" in the menu. (If you don't see a menu or the "Organization Manager" option, you are not an organization admin.)Navigate_to_OM.gif
  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 the top menu and select "Users." You'll see a list of the organization's users.
  4. Scroll over the user's entry, then select the X icon.
  5. A popup with verify how many matters and review databases the user is part of. Select the red "Remove" button to finish deleting the user from the organization, matters, and review databases.Delete_user.gif
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