**Please note - any changes to Team Members can only be made by users who are assigned the Administrator role.**
Currently, we have two roles for team members: Administrator and Team Member. Please see below for role descriptions:
Administrators have the ability to:
Add/remove both team members and other Administrators
Designate which users are Funeral Directors
Issue refunds
Access payout information on the Payments page
Edit email templates
Restore deleted team members
Edit customized white-labeling of online arranger
Utilize the Passare integration functionality
Team Members can:
Collaborate on all work, but do not have access to admin features
Every member of the team can be assigned as a Funeral Director. What is the reason for this? In the past, each case was assigned a Case Manager. Now, we can assign a Case Manager AND and Funeral Director. When a Funeral Director is assigned to a case, their electronic signature will be automatically added to the SFGAS on any invoice for that case (check with Customer Support for confirmation of this as a setup behind the scenes could overwrite that signature).
So, if you as the Case Manager need to have a specific Funeral Director's signature on the SFGAS for that case, you need to a) make sure that the Team Member is set up as a Funeral Director by checking the box in the Edit user window:
And b) make sure that the Team Member is selected as the Funeral Director on the case either in the case header:
Or in the Internal section of Case Details:
If you notice that someone else's name is being signed on the SFGAS and not the selected Funeral Director on the case, notify Customer Support at [email protected] or in the Chat immediately.
In the list of Team Members, one Funeral Director must be assigned as the Default. This person will be auto-assigned as the Funeral Director on all new cases:
And one person (does not have to be a Funeral Director) must be assigned as the Primary. This person will be auto-assigned as Case Manager to new cases generated from online checkouts:
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