Setting up new staff members

Congratulations! You have a new staff member and you want them to start using InTouch.

Here's what you need to do:

  1. Add the new staff member to InTouch
    Each staff member should have their own login.
  2. Set their roles & permission
  3. Ensure they have the Outlook plugin
  4. Ensure they have the Word plugin
  5. Pin InTouch to their Task Bar

Adding a new staff member to InTouch

  1. Navigate to Settings > People > Staff
  2. Select + New Staff Member
  3. Provide their forename
  4. Provide their surname
  5. Provide their email address
    An automatic welcome email will be sent to your user inviting them to set up their account.

You will then be redirected to their new user profile where you can provide their:

Access
Details
  • Provide the users phone number, position and Team.
These details can then be included in document and email templates using the relevant data markers.
Roles and Permissions
This determines the actions the user is able to perform on InTouch.
Fee Earner Rates
  • Add the relevant fee earner rates, which can then be used for time recording
Only users with the 'Fee Earner' permission can have rates added to InTouch.
Email Signature
  • Add a copy of the users email signature, which will be appended to any emails sent from InTouch.
To add images into an email signautre, select the picture icon in the top toolbar, select 'Upload' and find the image saved to your device.
You will need a custom email domain to add Email Signatures. For further information please contact us at support@intouch.cloud.
Signature
  • Upload an image of their signature which can then be included in documents generated on InTouch.
Add the data marker {{matter.feeearner.signature}} to your templates to include a copy of the Fee Earner's signature.

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