Managing Members and Roles

Collaborate with others from your organization by adding members to your Organization. Members added to an Organization will have access to all cases within that Organization. The level of access will depend on the roles you assign.

Adding a new member to the Organization

Step 1. On the Members tab of an Organization, click on the + Add New Member button

Step 2. Enter the person's email address

Step 3. Select a role to assign to them from the drop-down menu

Step 4. Click on the Invite button

Note:

• If there is an error with the new member's email address, the case owner will receive a notification of the failed delivery. Additionally, GoldFynch will highlight the member whose email had an issue in the member listing with an email error icon next to their name. Just hover over the email icon to view details about the error encountered. You can rectify the error and try to add the member again.

Changing a member's role

On the Members tab of the Organization, click on the drop-down box against a member's name and select a new role.

Removing a member

On the Members tab of the Organization, click on the trashcan icon against a member's name.

User roles and their permissions

The different user roles that are available for Organizations are:

• Reviewer
• User
• Admin
• Owner
• Org Billing Admin

The permissions for user roles Reviewer, User, and Admin are the same as those for cases.

Note: Case-level permissions for users will override Organization-level permissions. For example, if a user is assigned the role of Reviewer at the case level and Admin at the Organization level. For the case in question, the user's permissions will be those of a Reviewer.

Click here for a detailed description of the permissions for each user role.

Owner accounts and Org Billing Admin user roles have permissions specific to Organizations. The details of these additional permissions are below:

Org billing admin accounts

The org billing admin user role is specific to Organizations and can handle an Organization's billing requirements. Org billing admin users can:

• View Organization statistics
• View members in the Organization
• View the list of cases in the Organization
• View and download invoices
• Manage billing for the Organization
• Add and maintain client information
• Adjust bill back settings

Owner accounts

Owners have all permissions that Admin users have for cases and Org billing admin users have for Organizations. In addition to this, they can:

• Create a new case for the Organization
• Add and maintain member roles
• Maintain and transfer cases
• Manage payment methods for Organizations
• Delete an Organization
  

	Org Billing Admin	Owner
View Org Stats	&#10003	&#10003
Download invoices	&#10003	&#10003
Manage billing for orgs	&#10003	&#10003
Manage client information	&#10003	&#10003
Adjust bill back settings	&#10003	&#10003
Create new cases for the org	-	&#10003
Maintain and transfer cases	-	&#10003
Add and maintain member roles	-	&#10003
Manage payment methods for orgs	-	&#10003
Delete an Organization	-	&#10003

Note: Case-level permissions for owner accounts are available here.

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