All Categories > Staff and Teams
Congratulations, you have a new staff member! To get them started on InTouch: Add the new staff member to InTouch Each staff member should have their own login.. Set their roles & permission. Ensure…
Roles and permissions allow you to define the areas of InTouch a staff member can access and make amendments to. Changing a Staff Member's Permissions. Navigate to Settings > Staff. Select the releva…
When a new staff member is added to InTouch they will receive an email inviting them to set their password. This will then allow them to access to their account. Pinning InTouch to their Task Bar. Yo…
Teams can be assigned to your staff profiles, to categorise your users. This allows you to filter matters based on the Fee Earner's team allocation and lock matter access to other teams. You can conf…
If a staff member leaves and you need to disable their access to InTouch, follow the instructions below: Navigate to Settings > Staff. Select the Staff member. Disable Access. The staff member will n…
