Parting Pro

How can I pass data from Parting Pro to Passare?

Passare Integration

Learn how to connect your Parting Pro account with TMS for seamless data import.

Setting up the Integration Between Parting Pro and TMS

Download case data from Parting Pro and upload it into TMS manually.

Uploading a Case from Parting Pro to TMS

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Sofia Ostrova

Connect Parting Pro with other tools you use. Simplify your workflow with these integrations.

Integrations

Obituary Help Desk

Learn how to add multiple team members to manage obituaries and grant them different permissions.

How to Add Team Members to Manage Obituaries

Learn how to login to your obituary dashboard/microsite.

How to Login into your Obituary Dashboard

Managing Obituary Creation Settings in your Parting Pro dashboard

Using your Obituary dashboard to create an obituary is ideal for displaying obituaries on your website if there is NOT a Parting Pro case.

How to Create a Memorial from your Obituary dashboard

These directions are best used if 'Obituary creation toggle setting' is disabled in the obituary integration setup settings.

How to Create an Obituary from a Parting Pro case

What is an obituary 'Keeper' and what can they do?

Understanding the role of an Obituary 'Keeper'

These settings can only be accessed and controlled within your obituary dashboard.

Obituary Moderation & Privacy Settings

Learn more about what obituary Administrators, Editors, and your Families have permission to do and not do when managing memorial pages.

Understanding the Different Obituary User Permissions

How do I add an Obituary or Biography to a Memorial Page?

Answers to your most frequently asked obituary questions. 

Obituaries 

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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