Setting up new staff members

Congratulations, you have a new staff member! To get them started on InTouch:

1. Add the new staff member to InTouch

Note

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

Tip

The following training videos are perfect for new starters:

Setting Up An InTouch Account
Using InTouch

Adding a new staff member to InTouch

1. Navigate to Settings > Staff
2. Select + Add Staff Member
3. Provide their forename, surname and email address
4. 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:

1. Details
   Provide the users phone number, position and Team.
   Review / disable the user’s app based Two-Step Authentication.
2. Roles and Permissions
3. Fee Earner Rates

Note

Only users with the Fee Earner permission can have rates added to InTouch.

4. Email Signature
   A signature that will be appended to any emails sent from InTouch.

Tip

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.

Note

You will need a custom email domain to add Email Signatures. For further information please contact us at support@intouch.cloud.

5. Signature
   A signature which can be included in documents generated on InTouch.

Tip

Add the data marker {{matter.feeearner.signature}} to your templates to include a copy of the Fee Earner’s signature.

Caution

This data marker can only be used in document templates. It can not be used in email or SMS templates.