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Create new roles & assign permissions
Create new roles & assign permissions
A Role in Passare is similar to a job title that typically reflects the responsibilities of that person within the organization.
To create a Role, go to Settings > Organization > Roles.
Click Create Role.
Note: Organizations with multiple locations will need to create Roles and assign permissions from the parent organization.
Give the Role a Name
Then assign Permissions. Permissions are role-specific and extremely flexible, allowing administrators to choose the appropriate level of access for each user.
In the This Role Can dropdown you can choose which actions the user can do. These Permissions are more administrative, such as the ability to delete and restore cases or to add tracking locations.
This Role Has The Following Permissions section contains checkboxes that give users access to view and edit different areas of Passare, such as the Goods & Services page.
Checking Read-Only options will give users access to the page, but they won't be able to edit anything on it.
Selecting the checkbox at the top of a list, such as Admin, will select all the boxes in the group. 
💡 Permissions will be applied to both the web and mobile app. If a mobile only user needs access to At-Need cases, they will need the At-Need permission selected
Manage user roles
Manage Roles within your organization by clicking Settings > Organization > Users.
Click the pencil icon to edit the role assigned to the user.
Use the dropdown to select the user's Role.
To give access to your additional funeral home locations, use the My Organizations dropdown menu, select the Organization, then repeat the previous step for that location.
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 dropdown.
If you remove the user from all of the organizations the user will become inactive in Passare.
Mobile app permissions
Mobile only users
Set users as Mobile only for staff members who only need access to the mobile app. From the Users settings page, select the user you want to give mobile only access.
⚠️IMPORTANT: Mobile only users will NOT have access to the web version of Passare.
Mobile app (beta) settings
On the Role manager page under Mobile app (beta), select the areas of the mobile app the user should have access.
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.