Click New user in the upper right corner of the screen.
In the New User page, enter the Email address, First name, and Last name of the new user.
Select the Role that will provide appropriate permissions for the user.
Choose whether or not to Assign as attorney to allow the user to be assigned to matters. To enable the user to act as a final reviewer on these matters, please ensure that the user is assigned a role that has permissions to View matters, Review matters, Kickback matters, and Open matters.
Select the Case Types that the user should have access to. Please note that the user will only be able to access information for the selected Case Types throughout DISCO Hold (e.g. If a user only has ‘Claim’ Case Type selected, in Reports, the user will only be able to create and view reports that have information from matters with the ‘Claim’ Case Type.