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.
Here, you will see a search bar and expandable categories on the left.
See section details below. Click on the underlined feature names to learn more about them.
- Cases houses the following case settings:
- Case identifiers (formerly "Case identifier templates")
- Case statuses
- Client service types
- Custom fields
- Care Center
- Vitals (formerly "Configure")
- Pet cases* (formerly "Pet options")
*this will only appear if you have pet cases enabled.
- Dashboards is where you will customize content for dashboard widgets, like:
- Announcements (formerly "Organization messages")
- Links (formerly "External links")
- Documents holds all your form-related settings:
- Categories (formerly "Template categories")
- Templates
- Memorial content (formerly "Content manager")
- 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:
- Accounting
- Banks
- Checks
- Deposits
- Interest
- Taxes
- Organization is where you will manage funeral home and staff details:
- Planning Center allows you to customize your Planning Center settings:
- Self-started cases
- Branding (formerly "Appearance and content")
- Resources (formerly "Resources page")
- Templates
- eSignatures
- Merchandise (formerly "Merchandise and packages")
- Payments
- Price list houses different options for configuring your price list items, their categories, and how they behave in Passare:
- Price list items (formerly "Price list")
- Categories
- Contract (formerly "Contract options")
- Effective dates
- Goods and services (formerly "Goods and services sections")
- Inventory (formerly "Additional options")
- 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.