Setting up new staff members
Congratulations, you have a new staff member! To get them started on InTouch:
- Add the new staff member to InTouchEach staff member should have their own login.
- Set their roles & permission
- Ensure they have the Outlook plugin
- Ensure they have the Word plugin
- Pin InTouch to their Task Bar
Setting Up An InTouch Account
Using InTouch
Adding a new staff member to InTouch
- Navigate to Settings > Staff
- Select + Add Staff Member
- Provide their forename, surname and email address
- Create
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:
- Details
Provide the users phone number, position and Team.
Review / disable the user's app based Two-Step Authentication. - Roles and Permissions
- Fee Earner RatesOnly users with the Fee Earner permission can have rates added to InTouch.
- Email Signature
A signature that will be appended to any emails sent from InTouch.To add images into an email signature, 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
A signature which can 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.This data marker can only be used in document templates. It can not be used in email or SMS templates.