How to share cases

Collaborate with others by working on a case together. Changes any of you make (e.g., tagging, adding, or deleting documents) will show up across all accounts. Read on to learn how to add users to a case and manage their permission levels.

Adding a user to the case

Step 1: Navigate to the case you want to share and click on the Sharing icon in the left pane to open the 'Sharing' view

Step 2: Click on the Add a user button

Click on the add user button in the sharing view

Step 3. Enter the email address with which you want to share the case and click on the arrow. An email notification will be sent to the email address.

Enter the email address of the person with whom you want to share the case with


Automatic inheritance of roles and permissions from organizations

Sharing your case with GoldFynch Support

Step 1. Navigate to the Sharing view by clicking on the button in the left panel

Step 2. Click on the + Share with GoldFynch Support button in the upper-right corner

Click on the button to share case with GoldFynch Support

Once you have clicked on the + Share with GoldFynch Support button, an on-screen confirmation message will be displayed and the button will no longer be visible.

Share with Support Confirmation

Setting user permission levels

Note that you need to be an admin or owner of a case to be able to change permission levels

Assigning a user role (reviewer, user, admin, or owner)

Step 1. Open the case you wish to share, then navigate to the 'Sharing' view by clicking on the button in the left navigation panel (as you would to add a new user as explained above.)

Step 2. Click on the dropdown menu against their email address

Step 3. Click on the user role you want to assign to them

Select an access level

Revoking access to a case

Step 1. Navigate to the 'Sharing' view

Step 2. Click on the trashcan icon against an email address (circled in the image above)

Step 3. Click on the yes button on the confirmation screen that follows:

Remove access for a user

User role permissions

Reviewer accounts

Reviewer accounts can:

Reviewer accounts cannot:

User accounts

In addition to permissions that reviewers have, 'user' accounts can:

User accounts cannot:

Admin accounts

Admin accounts have access to all the functions listed above. They can also:

Owner accounts

Owners have all permissions listed above. In addition:

IMPORTANT: There is no extra cost for adding any number of users (of any permission level) to the case. GoldFynch pricing is fixed and all-inclusive.

Owner Admin User Reviewer
Add data -
Add, edit and delete tags -
Share Productions - -
Run De-Duplication - -
Modify primary dates - -
Change case plans - -
Delete data - -
Add/remove users - -
Create/edit review macros - -
Delete case - -
Additional cost - - - -