ter new user setup instructions for funeral homes
TRANSCRIPT
TER New User Setup Instructions
for Funeral Homes
Under ‘Utilities’, click User Security
After successful log-
in
Under ‘User’ select New or icon
Assign User ID
Assign Password
Select ‘Not an Administrator’
Enter User Information
Under ‘User’ Select View Locations or icon
Click on ‘locations’
Click on ‘Funeral Home’
Select funeral home and drag it to ‘Locations’
Save
Under ‘Location’ Select View Groups and Processes or icon
Click on groups
Select Funeral Home Group and drag it to ‘Groups’
Save
New user will list after save
Exit
Setting Up a New
Funeral Director for Demographic Verification
Under ‘Utilities’, click Funeral Director
Under ‘User’ select New or icon
Enter User Information
Assign temporary
PIN
Check ‘Display in
Lists’
Save
Click OK
The new Funeral Director is added to
the grid
Exit
For assistance send your questions to:[email protected]