Admin settings

Customize and manage organization defaults with our improved Admin settings.

Admin settings

If you have admin permissions, you can access the backend of Passare by clicking Settings in the navigation menu.

Admin gear icon

 

Here, you will see a search bar and expandable categories on the left.

Expandable admin settings

See section details below. Click on the underlined feature names to learn more about them.

  • Events (formerly "Services") lets you add or edit service defaults like event name, duration, associated venues, and more.
  • Financials houses the settings pages for financial features:
  • Organization is where you will manage funeral home and staff details:
    • Organization info (formerly "Corporate info")
    • Branches
    • Roles (formerly "Roles and permissions")
    • Users
  • Planning Center allows you to customize your Planning Center settings:
  • Price list houses different options for configuring your price list items, their categories, and how they behave in Passare:
  • Reports (formerly "Report options) is where you can configure which system reports you and your team can access.
  • Tasks (formerly "Checklists") allows you to customize and edit checklists for your funeral home.
  • Features houses the settings specific to any feature or integration configured in your organization:
    • Integrations (formerly "Integration settings")
    • Other options

To see a full list of the page names we updated, check out this document.

 

Need more information?

 

Need help? Email us at support@passare.com or call 1-800-692-5111.