Organizations

GoldFynch's Organizations service is a powerful tool designed to help manage 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 an organization

Step 1. Click on the menu icon in the top-right corner of the GoldFynch app.

Step 2. Click on the Organizations button.

Open the organizations view


Step 3. Click on the +Create New Organization button

Click on +Create new organization

Step 4. Enter a name for the organization

Step 5. Click on the Create button

Create a new organization

Note: If you have not entered a payment method you will be prompted to. Learn more about managing payment methods here.

Add a payment method to create a new organization

Billing for organizations is monthly based on case plans under the organizations. In addition to this, there is an additional charge for using the Organizations service which is otherwise not charged for GoldFynch accounts or cases.

Deleting an organization

Step 1. On the Organizations Dashboard click on the Delete button against the organization you wish to delete.

Click on the delete button against the organization you wish to delete

Step 2. Click on the Delete button.

Click on the delete button

A notfication will be displayed confirming that the organization has been deleted.

Confirmation that the organization has been deleted

Managing Organizations

All organizations controlled by an account (i.e. that the account is the Owner or Admin of) are displayed on the All Organizations page - the same screen that you access from the top-right corner menu. From here you can:

View your GoldFynch organizations from the dashboard

To manage an individual organization, click on the Manage button against that organization. The Statistics tab displays information about the organization, including a log of data usage for the month.

View stats of your organization

Transferring ownership of an organization

To transfer ownership of an organization to another user's account, you will need the new user's account to:

  1. Be assigned an Owner member role in the organization (learn how to do so further down in this document.)
  2. Have a credit card linked to their GoldFynch account (learn how to add a one here.)

Once this is done, follow these steps:

Step 1. Log into your account which currently holds ownership of the organization.

Step 2. Click on the Help button in the top right corner of the screen.

Click on the Help button in the top right corner

Step 3. Add the following into the Subject field: 'Need assistance transferring organization: <organization name>'

Enter details of the organization to be transferred and the account to be made Owner

Step 4. Enter the organization's name and the email account for ownership to be transferred to.

Step 5. Click on the Submit Question button.

Once you have submitted the request, GoldFynch staff will get in touch with you, as well as send a notification to the new account about transferring the organization.

Managing cases

GoldFynch lets you both create new cases directly through organizations, and transfer existing cases into your organization.

Creating cases through organizations

Step 1. On the Organizations Dashboard, either:

Step 2. Enter a case name.

Step 3. Select an appropriate timezone.

Step 4. Click on the Create Case button.

Create a case

The case will automatically be added to the organization and its billing will be the default payment method which the organization uses.

Transferring cases to your organization

Step 1. Click on the Manage button against the appropriate case on the Organizations Dashboard

Step 2. On the Cases tab, click on the Transfer button. A list of cases available to be transferred to the organization will be displayed. These are cases that you are either the Owner or Admin of, and which are not currently under any other organization.

Click on the transfer button from the cases tab of your organization

Step 3. Check the checkboxes against cases you wish to transfer under this organization.

Step 4. Click on the Next button.

Choose the cases to transfer

Step 5. (optional) Check the checkbox against any existing members of the cases that you would like to transfer to the organization and select the permission levels you wish to assign them from the drop-down box against each member. As mentioned in the note:

Choose the users to transfer

Step 6. Click on the Next button.

Step 7. Review the configuration for the case transfer that is about to be made then click on the Transfer button.

Confirm the case and user transfer

Managing member and roles

Adding a new member to the Organization

Step 1. On the Members tab of an organization Click on the + Add New Member button

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

Click on the + Add new member button

Changing a member's role

On the Members tab of your 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 Click on the trashcan icon against a member's name.

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 directly generate invoices using the case's billing amount, optionally adding custom fees/charges to them as either a fixed amount or a percentage of the invoiced amount.

Adding a client

Step 1. On the Bill Back tab, Click on the + Add Client button.

Click on the Add Client button

Step 2. Enter details about your client then click on the Save button.

Enter your client's details

Managing client invoicing

Billback options

Editing a client's details

Click on the Edit client settings button to edit any of the details you entered while creating the client's entry.

Assigning cases to a client

Step 1. On the Bill Back tab click Edit Stores icon

Step 2. Check the checkbox next to one or more cases

Choose cases to assign to a client

Step 3. Click on the Save button

Note: If you don't see any entries on this page, it means you have not added any cases to your organization yet.

Viewing and downloading invoices

On the Bill Back tab, click on the Client monthly invoices button

View and download client invoices

From here you can:

Alternatively, you can download the latest month's invoice by clicking on the Download most recent invoice icon on the Bill Back screen

Adding and managing custom fees/charges

Step 1. Click on the Client fees and charges button.

Step 2. Click on the Add Fee/Charge button.

Add client fees and chgarges

Step 3. From the drop-down menu, select from either “Fixed Amount" or “Percentage of Invoiced Amount" - the “invoiced amount" here is the total billed amount of all the cases assigned to the client.

Step 4. (optional) In the text box against the entry, enter what the fee/charge is for Enter a fee amount or percentage.

Step 5. (optional) If you want the fee/charge to be hidden, check the checkbox.

Step 6. Click on the Save button once you are done with your changes.

To delete a fee/charge entry, click on the trashcan icon.

Note: Editing or deleting a fee/charge will affect past invoices will make the same changes to any invoices of previous months that you view/download through the system

Bill back settings - adding organization details

To add organization details for your bill back invoices:

Step 1. On the Bill Back tab, Click on the Bill Back Settings... button.

Step 2. Enter your details

Step 3. Click on the Save button

Entering organization details

Note: Adding an organization name in this manner will override the organization's displayed name in GoldFynch

Managing billing

On the Settings tab, click on the Billing sub-tab. Your currently-configured payment method is listed here.

Managing payment methods for your organization

Organization branding

Setting a custom organization brand color scheme

Step 1. Click on one of the two color swatches

Step 2. Choose a color using the color spectrum/slider or enter a red/green/blue combination

Step 3. Hit the Return key

Step 4. Click on the Save Settings button once you are happy with your color combination. You can change your color scheme at any time.

Choose colors to be used as brand colors across goldfynch

Step 1. Click on the Upload Logo button.

Step 2. Select an image file on your computer to upload.

Step 3. Click on the Save Settings button.

Upload a logo to be used on the login page and bill back invoices

Setting a custom domain name

Step 1. Enter a domain name into the text box

Step 2. Click on the Save Settings button

enter a custom domain for your organization

Organization pricing

Base price per month - $200

Custom subdomain - $50 extra per month

One time custom subdomain set up fee - $75