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Create new roles
Each user is assigned a role that grants them specific access in Passare. This often corresponds with their responsibilities in the funeral home.
For example:
- You might want only a few people to have access to financials, or
- You want your Pre-need counselors to only see Pre-need cases
To create a role, go to Settings > Organization > Roles.
Click Create role or click into an existing role to edit.
Organizations with multiple locations should create roles from the parent organization.
Name the role, such as Funeral Director, Admin, Care Center, etc.
Next, assign permissions to the role. Our permissions are highly specific to allow for flexibility and customization.
Use the This role can dropdown to select the administrative actions this user can take, such as deleting cases or adding tracking locations.
Next, use the checkboxes to customize what areas of Passare this user can view or edit.
Checking Read-Only will allow users to view the page without the option to edit.
Select the checkbox at the top of a section to bulk select all boxes in that group. 
Permissions will be applied to both the web and mobile app.
Manage user roles
Assign each user in your organization a role.
To do this, go to Settings > Organization > Users.
Click the pencil icon to edit the user.
Use the dropdown to select a role.
If you have multiple locations, use the My Organizations dropdown menu to select the location.
Then use the dropdown to assign a role to that user for the new location(s).
f 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 organizations, they will be marked as inactive in Passare.
Mobile app permissions
Mobile-only users
Give restricted access to staff members who only work with the mobile app. These users will not be able to log into Passare web.
For example:- You want to give drivers and other care center staff access to only see case and transfer basics in the app
In Passare web, go to Settings > Organization > Users.
Select the user.
Scroll to Mobile Settings section and select Mobile Only User.
Mobile app (beta) settings
To customize someone's access in the app, update that role's permissions.
Under Settings > Organization > Roles, select the role you'd like to edit.
On the role manager page under Mobile app (beta), select the areas you'd like to give access.
Remember to save!
Commonly asked questions
Q: What if funeral directors have different responsibilities and should have access to different features and functions in Passare?
A: No problem! Admins can create Funeral Director 1, Funeral Director 2, Funeral Director 3 (etc.) and give each Role different Permissions.
Q: What if some of my employees are Funeral Directors and Pre-need Specialists?
A: Roles in Passare are not always identical to the employee's title at the funeral home. You can create a new role called “Funeral Director and Pre-need Specialist” with any permissions needed, then assign those users that new role.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111.