Users who are both organization members and discovery users on other cases have dual access. They switch between their organization dashboard and discovery dashboard using a toggle button. Each dashboard shows the appropriate set of cases.
When discovery portal dual access applies
Dual access occurs when a single user account is both an organization member and a discovery user on cases belonging to a different organization. This is common for attorneys who work at a firm (organization member) and are also invited to view documents shared by opposing counsel or co-counsel in other matters.
When Hintyr detects that you have both organization membership and discovery access, it displays a switch button in the dashboard header. This lets you toggle between the two dashboards without signing out or switching accounts.
Organization dashboard
When Organization is selected, you see the standard Hintyr dashboard with all cases within your organization. This includes the full feature set: case creation, AI chat, notes, redactions, tags, custodians, and productions.
Discovery dashboard
When Discovery is selected, you see the simplified Discovery Dashboard showing only the cases you've been invited to as a discovery user. Each case uses the discovery interface with tag-based folder browsing, version badges, and the simplified context menu. Organization-level features aren't available in this view.
Switching between dashboards
The switch button sits in the dashboard header and is visible only to users with dual access. Click the inactive option to switch views immediately. The active option is highlighted. The switch applies only at the dashboard level -- once you open a specific case, the interface adapts automatically based on whether it's an organization case or a discovery case.
Data separation
Organization cases and discovery cases are completely separate. Work product, notes, AI analysis, and other data from organization cases never appear in the discovery dashboard, and vice versa. The dual access toggle determines which set of cases the dashboard displays. Each case retains its own access controls regardless of your other roles.