Edit Roles & Permissions

Access Denied? Define Roles and Permissions to best suit your business needs.

Manage User Roles:

Did an employee's Role change? Or does someone need additional access?

Easily change Roles by going to Admin > Users.

Select Manage Access to the right of the User's name.

Mangage access button

 

Select the new Role!

Role dropdown

 

Do they need access to another one of your funeral homes? Select My Organizations.

Choose the Organization and select the Role the user will need for that location. Organization dropdown

 

If the user no longer needs access to one of your Organizations or is no longer working at the funeral home select the Trash Can to the right of the Role. Trash can icon

 

If you remove the user from all of the Organizations the user will become inactive in Passare.

Create a New Role:

A Role in Passare is similar to a job title that typically reflects the responsibilities of that person within the organization.

Permissions are Role-specific, extremely flexible, and allow administrators to choose the appropriate level of access for each user.

To create a Role, go to Admin > Organization > Roles & Permissions.

Next, select Create Role.

Create role button

 

Note: Organizations with multiple locations will need to create Roles at the Highest Organization level.

 

Once you select Create Role, you'll be asked to give the Role a Name and assign Permissions.

There are two areas of Permissions:

First is, This Role Can.

These Permissions are more administrative, such as the ability to Delete and Restore Cases.

Role name and this role can

 

In This Role Has The Following Permissions, there are check boxes that are more case-specific, such as access to Goods & Services.

Read-Only options will give users access to the page but they won't be able to change anything on the page.

Read only checkbox

 

If you select the checkbox at the top of the list, such as All Reports, all the boxes underneath will automatically be checked. 

All reports selected

 

Commonly Asked Questions:

What if funeral directors have different responsibilities and should have access to different features and functions in Passare?

No problem! Admins can create Funeral Director 1, Funeral Director 2, Funeral Director 3 (etc.) and give each Role different Permissions.

Some of my employees are Funeral Directors AND Pre-need Specialists.

A "Role" in Passare is not identical to the employee's title at the funeral home. Admins can create a new Role called “Funeral Director and Pre-need Specialist” with whatever permissions they choose, and assign a User that new Role.

 

Need More Information?:

 

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