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User Management

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Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Guest 23 days ago in Case Management / User Management 0 Planned

Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke 7 months ago in Case Management / User Management 0 Future consideration

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 11 months ago in Case Management / User Management 0 Future consideration

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Jill Materia almost 2 years ago in Case Management / User Management 2 Future consideration