Introducing Roles and Permissions
Discovery now lets you decide exactly what each person on your team can see and do. Instead of everyone below Admin having the same access, you can give each role access to a page or not, and decide whether they can only view it, make changes, or also delete things.
What’s New
- Three standard roles: Owner, Admin and Full User. Owners and Admins can do everything your company has, including Settings. Full Users can do everything except Settings.
- Custom Roles. Create roles for specific jobs, such as an AP clerk who works only in Gather, Extract and Audit, or an account manager who can view services but not change them.
- Page-by-page control. For each page, choose View, Modify or Delete. When a page depends on another, such as Work Orders on Services and Vendors, Discovery ticks the page it needs for you.
- Per-person adjustments. Give one person a little more or less than the rest of their role, without creating a new role.
- More than one Owner. Owners can manage Admins and everyone below them. An Owner can't remove another Owner.
- API and MCP follow the same rules. API tokens and AI assistants connected through the Discovery MCP can only reach what the person's role allows.
What Changes for Your Team
- Data Entry is now Full User. Anyone who was Data Entry has been moved to Full User automatically, with the same access they had before. You don’t need to do anything.
- Admins stay Admins with full access.
- Owners are set by DSQ. We set your company's first Owners. If the wrong people have the Owner role, send us a message.
- Admins can no longer manage other Admins. Only an Owner can edit or remove an Admin, change their role, change their permissions, or sign them out.
- Everyone else keeps their access until you change it. Access only becomes more limited when someone who manages roles assigns people to a Custom Role or changes one person's permissions.
Get Started
Roles are managed in Settings, so you’ll need to be an Owner or Admin, or have a role that includes Settings. If you don’t see Settings under your name, ask your company’s Owner or Admin.
- Click your name in the navigation and choose Settings.
- Click Employees, then the Roles tab.
- Type a name and click New Role, then choose what the role can access.
For the full walkthrough, see Roles and Permissions.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.