All Categories > Staff and Teams
Congratulations! You have a new staff member and you want them to start using InTouch. Here's what you need to do: Add the new staff member to InTouch. Set their roles & permission. Ensure they have…
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…
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. If you have chosen to provide the sta…
Teams can be used to categorise your matters. You can configure as many teams as you like. This might include: Office locations i.e. 'Head Office'. Specific departments i.e. 'New Business'. A combina…
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. Click Disable Access. The staff member…
