Discern lets you control what each person on your account can see and do. Every user is assigned a role, Owner, Admin or Member. By default, the Owner is the person who set up the Discern account.
What every user can access
Regardless of role, all users can access the following pages:
New Request
Registrations
Tasks
Franchise Tax
Filing History
Personal Settings
System Settings
Resources
Role | What they can do |
Owner | Full access to Discern, including the ability to add users, delete users, deactivate users and update permissions.
Has the ability to "Transfer Ownership" to another user. |
Admin | Full access to Discern, including the ability to add users, delete users, deactivate and update permissions. |
Member | Access only to the permissions selected for them. Members cannot edit Account Details, edit Email Preferences, add users or update permissions for other users. |
Member permissions
When a user’s role is set to Member, you can choose which of the following permissions they have:
Permission | What it allows |
Service of Process | View and download Service of Process documents. |
State Notices | View and download State Notices. |
Billing | Update payment methods, view invoices, view cost projections, and review subscription details. |
Submit Tasks | Submit Tasks and Filings. |
Permissions are optional and independent of one another. A Member can have any combination, or none. Use Select all to turn on every permission at once.
How to edit a user’s role and permissions
Only Admins and Owners can edit roles and permissions.
Within System Settings, open the User Management page.
Find the user and select the Edit Role & Permissions option.
In the Edit Role & Permissions panel, review the user’s Member Access and Member Permissions.
If you chose Member, check the boxes for the permissions they need.
Click Save to apply your changes to the user's account.
Frequently asked questions
Can a Member add or delete other users?
No. Only Admins and Owners can add users, delete users, deactivate users or update permissions.
What's the difference between deleting a user and deactivating a user?
Deleting a user removes their Discern account. Deactivating a user temporarily suspends their Discern access, but the account still exists and can be reactivated. Both deleted and deactivated users will not be able to log into Discern.
What happens if a Member has no permissions selected?
They keep access to the areas available to all users (listed above) but can’t view Service of Process, State Notices, or Billing, and can’t submit Tasks or Filings.
Can I change a user’s email address from this screen?
No, the email field is locked. If you need to update user email addresses, please reach out to [email protected]