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TER New User Setup Instructions for Funeral Homes.

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Presentation on theme: "TER New User Setup Instructions for Funeral Homes."— Presentation transcript:

1 TER New User Setup Instructions for Funeral Homes

2 Under Utilities, click User Security After successful log- in

3 Under User select New or icon

4 Assign User ID Assign Password Select Not an Administrator Enter User Information

5 Under User Select View Locations or icon

6 Click on locations

7 Click on Funeral Home

8 Select funeral home and drag it to Locations Save

9 Under Location Select View Groups and Processes or icon

10 Click on groups

11 Select Funeral Home Group and drag it to Groups Save

12 New user will list after save Exit

13 Setting Up a New Funeral Director for Demographic Verification

14 Under Utilities, click Funeral Director

15 Under User select New or icon

16 Enter User Information Assign temporary PIN Check Display in Lists

17 Save Click OK

18 The new Funeral Director is added to the grid Exit

19 For assistance send your questions to:


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