Roles & permissions

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

1. Navigate to Settings > Staff
2. Select the relevant staff member
3. Roles & Permissions
4. Determine their permissions using the relevant checkboxes
5. Save

The roles and permissions available are as follows:

Note

These may appear differently, depending on the InTouch package in use.

Roles

• Fee Earner - allows the user to be assigned to matters and forms amongst other permissions
• Supervisor - allows the user to complete tasks which carry the supervisor permission

Matters - Viewing

• Can see other teams - allows the user to access and view all matters, regardless of the team the matter’s Fee Earner belongs to
• Can view matters in another team, unless locked - allows the user to access and view any unlocked matters
• Can view locked matters in another team - allows the user to access and view any matter, regardless of whether they are locked

Matters - Unlocking

• Can unlock matters in my team - allows the user to remove locks on any matters assigned to their team
• Can unlock matters in any team - allows the user to remove locks, regardless of the team the matter is assigned to

Note

The user must also have the permission “can view locked matters in another team” enabled.

Matters - Deleting

• Delete tasks from matters - allows the user to delete tasks from a matter
• Delete matters - allows the user to delete matters

Caution

Deleted matters are permanently removed from InTouch after 31 days. Consider this permission carefully.

Contacts

• Merge contacts - allows the user to merge contacts

Configuration

• Can edit email templates - allows the user to edit email templates
• Can edit document templates - allows the user to edit document templates
• Can edit SMS templates - allows the user to edit SMS templates
• Can edit form widgets - allows the user to edit forms
• Can edit matter templates - allows the user to edit matter templates
• Can edit labels - allows the user to create, edit, merge or delete labels

Reports

• Can view reports - allows the user to access the InTouch reporting suite

Accounts

• Can approve invoices - allows the user to approve invoices
• Can view accounting reports - allows the user to access the accounts settings and view accounting reports
• Can edit receivable templates - allows the user to edit receivable templates
• Can edit Chart of Accounts - allows the user to edit Chart of Accounts
• Manage Xero connection - allows the user to manage the Xero connection

Administrator

• Can edit organisation settings - allows the user to edit organisation settings
• Can e dit teams - allows the user to edit teams
• Can e dit staff - allows the user to edit staff

Caution

This permission provides the user with complete control, they will be able to change their own permissions as well as others.

• Can edit custom branding - allows the user to make changes to your custom branding
• View InTouch billing - allows the user to view your InTouch invoices

Integration Permissions

• Can edit API keys - allows the user to edit your organisations API keys