Cases can be shared across accounts

Sharing a case

Collaborate with people and work 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. Open the case you wish to share then navigate to the ‘Sharing’ view by clicking on the button in the left pane

Step 2. Click on the +Add a user button

Click on the add user button in the sharing view


Step 3. Enter your colleague’s email address and click on the arrow

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

Your colleague will get an email notification.

Setting sharing permissions

To make your colleague a ‘User’ or ‘Admin’ for the case:

Step 1. Open the case you wish to share, then navigate to the ‘Sharing’ view by clicking on the button in the left pane

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

Change user access level dropdown

Step 3. Click on the permission level you want to give them access to

Select an access level

To revoke access to the case for a user, click on the Remove button against their email address, then the yes button on the confirmation screen that follows:

Remove access for a user

  • User accounts can only search and review the cases. They cannot add/delete data or add/remove other users
  • Admin accounts can do everything owner accounts can do – including adding data. But they cannot delete the case. Only the case’s owner can do this
  • Neither user nor admin accounts will be charged for the case. Only the case’s owner manages and pays for case subscriptions
  • There is no extra cost for adding users to the case. GoldFynch pricing is fixed and all-inclusive
Owner Admin User
Search
Review
Add/delete data -
Add/remove users -
Delete case - -
Additional cost - - -

Find out more about managing case sizes.