Roles & permissions
Staff permissions allow you to define the areas of InTouch a staff member can access and make amendments to.
Changing a Staff Member's Permissions
To amend a staff member's permissions:
- Navigate to Settings > Staff
- Select the relevant staff member
- Roles & Permissions
- Determine their permission using the relevant checkboxes
- Save
The roles and permissions available are as follows:
Roles | |
Fee Earner | Allows the user to be assigned to Matters and Form Widgets amongst other permissions |
Supervisor | Allows the user to complete tasks which carry the supervisor permission |
Matter Permissions | |
Delete Tasks from Matters | The user will be able to delete tasks from a matter |
Delete Matter | The user will be able to delete matters Deleted matters are permanently removed from InTouch after 31 days. Consider this permission carefully. |
Contact Permissions | |
Merge Contacts | The user will be able to merge contacts |
Configuration Permissions | |
Edit Email Templates | The user will be able to edit email templates |
Edit Document Templates | The user will be able to edit document templates |
Edit SMS Templates | The user will be able to edit SMS templates |
Edit Form Widgets | The user will be able to edit forms |
Edit Matter Templates | The user will be able to edit matter templates |
Accounts Permissions | |
Can Approve Invoices | The user will be able to approve invoices |
Can View Accounting Reports | The user will be able to view accounting reports |
Edit Receivable Templates | The user will be able to edit receivable templates |
Edit Chart of Accounts | The user will be able to edit Chart of Accounts |
Manage Xero Connection | The user will be able to manage the Xero connection |
Administrator Permissions | |
Edit Organisation Settings | The user will be able to edit organisation settings |
Edit Teams | The user will be able to edit teams |
Edit Staff | The user will be able to edit staff |
Edit Custom Branding | The user will be able to make changes to your custom branding. This affects the portal set up and layout of emails |
View InTouch billing | The user will be able to view InTouch invoices |
Integration Permissions | |
Edit API keys | The user will be able to edit the organisations API keys |
