Note: This feature is in “early access” and is not available to all users at this time. However, if you would like access, please contact your DISCO Account Executive or send a request to DiscoDesk@csdisco.com to see if your organization qualifies for the early access program.
This article discusses available Case Builder roles:
- Case Builder Admin
- Timeline Manager
Case Builder Admins have unrestricted access and permissions to all modules and actions available in Case Builder. Timeline Managers can only access Timeline related actions and the Timeline and Tags modules.
Assigning and changing roles
To view and modify roles or add/remove users, Case Builder Admins can navigate to the Case Builder Menu at the top of the screen and select Case Team.
On the Case Team page, roles are assigned and may be changed by using the caret to select the desired role for each user. A user may not edit their own Case Builder role.
Roles may also be assigned when a new user is added to a Case Builder database (though they can be changed later by an Admin on the Case Team page). An Admin can invite a new user from the Case Team page.
After adding the new user’s name and contact information, the preferred role for that new user can be added prior to sending an invitations.
Permissions for roles
Case Builder Admin users have full control over the Case Builder matter. They can add or remove other users, change other user’s roles, and navigate and fully interact with any page.
Timeline Managers can only navigate to the Timeline or Tags modules. Timeline Managers actions in these spaces are not restricted in any way. When in the application, a Timeline Manager will see the pages that they cannot use as locked in the Menu bar.