Team members and permissions
For funeral homes: invite colleagues to your portal and decide what each person can do.
Can I add team members to my portal?
Yes. Go to Team members and invite a colleague with their email address. They receive an invitation email and log in with their own account. You give each team member a role that decides what they can do.
Roles
- Portal administrator: the owner of the portal, with all permissions.
- Manager: the same permissions as the administrator, for day-to-day management. Manages memorials and team members.
- Staff member: works with memorials and families, without team management or figures.
- Viewer: can see everything, but can’t change or download anything.
Changing permissions or removing access
In Team members you change someone’s role or remove their access. The change applies as soon as that person opens the portal again.
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