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Roles & Permissions

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Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans about 4 years ago in Case Management / Roles & Permissions 1 Already exists

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
Madison Hicks 10 months ago in Case Management / Roles & Permissions 0 Planned

Super-Admin Role Addition

As a Super-Admin, I could not delete the event on a funeral home's calendar. I had to assign the permission to the Admin/FD role and then "View As" an Admin/FD and then I had the ability to delete the event. Is there a way to add this role to Supe...
Guest 2 months ago in Case Management / Roles & Permissions 0 Planned

Pre-Need Permissions Read-Only/Edit Contract Dates

Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.
Guest over 1 year ago in Case Management / Roles & Permissions 0 Future consideration

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest over 2 years ago in Case Management / Roles & Permissions 0 Planned