CONTENTS

• Creating a new matter
• Editing existing matters
• Creating a review database
• Editing a review database
• Adding a new user
• Editing users

Creating a new matter

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. In the Menu dropdown, click Matters.
3. On the Matters page, click Create new.
4. In the New matter dialog, enter the style, short style, display name, client-matter number, owning organization, and any notes about the matter.
   
   Select the Use short style check box if you want the matter to be listed with the Short style name. The Display name will be used throughout DISCO Review.
5. Click Next.
6. Select the checkbox if 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. The new matter will appear on your My Matters page.

Editing existing matters

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. To the right of the matter you want to edit or delete, click the ellipsis and then click Edit matter info.
   
3. In the Edit matter dialog, you can modify the style, short style, display name, client-matter number, owning organization, and notes about the matter. When you are finished editing, click Save.
   
   Matters with active review databases cannot be deleted until the review databases are deleted or moved to another matter.

Creating a review database

If you want to create a new matter and a new review database, see Creating a new matter above.

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

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. To the right of the matter you want to edit or delete, click the ellipsis and then click Add review database.
   
3. Select the Create a new review database radio button.
4. Enter the review database name, default time zone, and any billing instructions.
   
5. Click Create.

Editing a review database

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. In the matter card for the matter in which the review database is located, click Show details.
3. Click the ellipsis and then click Edit review database info.
   
4. Modify the review database name, default time zone, or billing information, and then click Save.

Adding a new user

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. In the Menu dropdown, click Users.
   
3. Click Create new.
4. In the Create user dialog, enter an email address and first and last name of the user.
5. In the Organization dropdown, select the organization the user belongs to.
   
6. Click Create.

Editing users

1. On the DISCO home page, click the  icon and then click Organization Manager.
2. In the Menu dropdown, click Users.
   
3. To edit the user’s permissions, hover over the user and select or deselect the ORG. ADMIN and CAN CREATE MATTERS checkboxes.
4. To see details about the user and their associated review databases, click the dropdown arrow.
5. To edit a user's profile, click the pencil icon.
   
   To remove the user from your organization and your organization’s review databases, click the X.
   
   To edit a 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.
6. In the Edit user dialog, modify the email address, name, or organization, and then click Save.