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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:
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