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Roles & Permissions

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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 about 2 months ago in Case Management / Roles & Permissions 0 Gathering interest

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 3 years ago in Case Management / Roles & Permissions 1 Already exists

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 1 year ago in Case Management / Roles & Permissions 0 Planned