Funeral Home Help
Landing Pages by Role
See Also
Getting Started > Landing Pages by Role

Glossary Item Box

User roles login to pages with specific functions and menu options.

 

Login as Clerk:

 

 

A Clerk will login to the Search Order page. This role is able to access the following menu options:

Order - Search and Create

Dashboard - The Dashboard displays order statistics for the day and for the prior 30 days.

Note- Users with the Administrator and Clerk roles will login to the Search page

 

 

Login as Administrator:

 

Logging in as an Funeral Home Administrator, without any additional role assignments, brings you to the User Maintenance screen.

 When the user logs in with only the role of Administrator, the Administration menu item is displayed:

 

 

See Also

Administration
User Roles

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