Introduction to Users

Who do I need to add as a user?

An individual must have a user account within the Intouch platform in order to: 

• Log into the Intouch products
• Receive triggered emails/SMS messages
• Receive subscription emails for dashboards and reports
• Receive notifications for cases, followups, assigned audits, etc.
• Complete IntouchCheck audits
• Action (modify and resolve) cases and followups
• Have access to administrative functions (create and manage users, hierarchy nodes, checklists, surveys, external data programs, triggers, dashboards, record lists and more)

Additionally, users must activate their accounts (or an admin user may activate user accounts) before they have access to any of the above.

What information do I need to add a user?

The chart below includes the settings/options encountered on user creation. 

Field	Details
First & Last Name	These are required fields. Enter the user's first and last name.
Job Title	This is an optional field. Enter the user's title.
Email	This is a required field. Enter the user's email address. Must not already exist on a user account. Standard email address validation applies.
Phone/Cell	These are optional fields. Users who have a cell number on their account can receive SMS notifications if triggers have been set up to send using text messaging.
Language	This is a required field. The field is pre-populated with English, but you may change it to French, if applicable.
Timezone	This is an optional field, however, the user's timezone will be referenced to determine how times are displayed in system-generated notifications, etc. Download a complete list of all available timezone values.
Groups	This is optional, however, users will be unable to access Intouch products unless they belong to at least one user group. Begin typing a group name in the field and available matches will be displayed. A user can belong to multiple user groups.
Hierarchy	This is a required field. Select the hierarchy node(s) the user should have access to. Because hierarchy details are required when setting up a user, you must set up your hierarchy and locations before adding user account details.
Notification Settings	Uncheck a notification if it should not be sent to the user, although most user prefers to (and can) manage their own email preferences. The notification settings will default to Receive all emails but can be disabled, and options will vary depending on whether your organization has access to the IntouchCheck product.
User Role	This is a required field. Role defaults to User. Select Admin or leave as User. An Admin user has access to all features in the system. If you do not want the user to have access to all features, set their role to User. If needed, you can then grant access to specific features with user permission rules.

How do I add a user?

Users can be centrally created and managed under 'Account settings'.

Within Account Settings, you can create and update users by navigating to Organization Settings -> Users.

You have two options for adding your users:

1. Bulk upload all your users.
2. Add individual users manually.