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:

  1. Navigate to Settings > Staff
  2. Select the relevant staff member
  3. Roles & Permissions
  4. Determine their permission using the relevant checkboxes
  5. Save

The roles and permissions available are as follows:

These may appear differently, depending on the InTouch package in use.
Roles
  • Fee Earner - allows the user to be assigned to matters and forms amongst other permissions
  • Supervisor - allows the user to complete tasks which carry the supervisor permission
Matters - Viewing
  • Can view matters in another team, unless locked - allows the user to access and view any unlocked matters
  • Can view locked matters in another team - allows the user to access and view any matter, regardless of whether they are locked
Matters - Unlocking
  • Can unlock matters in my team - allows the user to remove locks on any matters assigned to their team
  • Can unlock matters in any team - allows the user to remove locks, regardless of the team the matter is assigned to
    The user must also have the permission "can view locked matters in another team" enabled.
Matters - Deleting
  • Delete tasks from matters - allows the user to delete tasks from a matter
  • Delete matters - allows the user to delete matters
Deleted matters are permanently removed from InTouch after 31 days. Consider this permission carefully.
Contacts
Configuration
  • Can edit email templates - allows the user to edit email templates
  • Can edit document templates - allows the user to edit document templates
  • Can edit SMS templates - allows the user to edit SMS templates
  • Can edit form widgets - allows the user to edit forms
  • Can edit matter templates - allows the user to edit matter templates
  • Can edit labels - allows the user to create, edit, merge or delete labels
Accounts
Administrator
  • Can edit organisation settings - allows the user to edit organisation settings
  • Can edit teams - allows the user to edit teams
  • Can edit staff - allows the user to edit staff
    This permission provides the user with complete control, they will be able to change their own permissions as well as others.
  • Can edit custom branding - allows the user to make changes to your custom branding
  • View InTouch billing - allows the user to view your InTouch invoices
Integration Permissions
  • Can edit API keys - allows the user to edit your organisations API keys

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