Organizations

GoldFynch's Organizations service is a powerful tool for managing multiple cases under a single umbrella "Organization".

Some of the features it offers include:

The service is currently a work in progress, and many more features are in the works! You can expect to see these features soon:

Creating, deleting, and managing Organizations

When you want to group cases from a single client, you can create an Organization. The Organization page on the GoldFynch app lets you easily create, delete, and manage Organizations.

Learn how to create and manage Organizations.

Transferring ownership of an Organization

The person who creates an Organization in GoldFynch is its owner. The Owner of an Organization can add cases to the Organization, add other users and assign roles to them, and manage the billing. At some point, there may be a need to transfer the Organization's ownership to another user. The process is quite simple, and you can do it directly from the GoldFynch app.

Learn how to transfer ownership of an Organization.

Managing cases

An Organization can contain multiple cases. GoldFynch lets you create new cases both directly in the Organization and separately, with the option to transfer the case to the Organization. Suppose you have a pre-existing case that needs to be included within the Organization. The Managing cases function for Organizations will let you transfer the case to the Organization.

Learn how to manage cases through your Organization.

Managing member and roles

Collaborate with others from your organization by adding members to your Organization in GoldFynch. 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.

Click to learn about managing members and assigning roles to them.

Client invoicing

Using GoldFynch's Bill Back feature, you can create entries for your clients and assign cases in the Organizations to them. You can then generate invoices directly using the case's billing amount, optionally adding custom fees/charges as a fixed amount or a percentage of the invoiced amount.

Learn more about client invoicing.

Managing billing

The billing feature of the Organization function lets you view the invoice details for your Organization and handle the payments. Additionally, you can manage the Organization's payment methods if you are the owner. The invoice information will include the billing details of all cases under the Organization, along with the optional custom subdomain fees, if applicable. Learn more about Organization pricing here.

Learn more about viewing invoices and handling payments for Organizations.

Organization branding

GoldFynch lets you set up your own branding for your Organization using the Organization Branding function. Organization branding means you add a custom brand color, a logo and even request a custom domain name.

Learn how to create your own organization branding.

Viewing App Activity using the Audit Log

You can track and view app activity for the Organization, as well as all cases associated with the Organization, using the Audit Log.

Organization pricing

Billing for Organizations is prorated monthly and consists of:

  1. The total billing value of the case plans under the Organizations
  2. In addition to this, there is an additional $200/month for using the Organization service
  3. Charges for the optional custom subdomain, or the one-time custom subdomain setup fee when applicable (see below)

Organization pricing summary