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Employee and User Accounts

The Employee and User Accounts page is where you can set up the Staff Page of the website or edit user account credentials for accessing the admin side of the website.

Staff Page

In this section, you can manage how the staff page displays on the website and what employees are listed along with the information you want to display for each employee.

Page Title

  • Sets the name of the page that will display on the navigation menu of the website.


Page Intro

  • The Page Intro will display at the top of the page. This is where you can add a small write up about your staff or your funeral home to display on the page before the staff members are listed out.


Staff Page View

  • This setting has three different options for how the staff members will be displayed on the page. List View will list the staff one by one in list format, Grid View will display multiple columns of staff members either 3 or 5 columns.

Arrange Employee Main

  • This setting determines the order that the staff are listed on the page. They can be listed by Location, Employee List Order or Alphabetical.

Arrange Employee Secondary

  • This setting follows the same logic as the Arrange Employee Main setting but applies to secondary employees.

Enable Pagination

  • This setting enables multiple pages for the staff listing.

Staff Page SEO Settings

The SEO Settings section can be viewed by clicking the + icon beside the title. In this section you can add or edit page meta data for search engines. Page Title, Page Description and Page MetaData are the available options to be edited.

Page Title and Page Description will change the title and description that show in search results for your page. The Page MetaData section is where custom codes can be applied to the staff page.

The No Index setting will toggle the page to not be indexed by search engines if checked off.

Employees

The Employees section is where all the staff members are listed. Name, Job Title and Location will be displayed along with an actions where you have the options to edit or delete the staff member. Staff members can also be dragged and dropped to position them within the list. You can add staff members by clicking the Add New Employee button at the top of the section.

Edit Employee

Clicking Edit on an employee will take you to the user tab where you can edit a variety of information for this employee including website login permissions.

Basic Information

This setting allows you to edit information that displays on the staff page for this staff member such as Name, Job Title, Email, Gender, Photo and Bio.

Below the Biography section there are a couple settings that can be toggled for the staff member.

Locations

  • This setting allows you to check off what location the staff member is assigned to. This will display on the staff page.

Add To Staff Page

  • This setting allows you to toggle if you want this staff member to be listed on the staff page or not.

Show Email Address On Staff Page

  • This setting allows you to toggle if the staff members email address should display on the staff page or not.

Tribute Tech Crowdfunding Access

  • This setting is related to our Tribute Tech Crowdfunding feature. If you have this feature enabled, this setting will enable or disable the staff member from having access to crowdfunding campaigns in the system.

Insurance Settings

This section allows you to mark a staff member as being responsible for Life Insurance or not. You can enter a phone number for the staff member and their preferred contact type.

Administrative Settings

The Administrative Settings section allows you to add or change login credentials and permissions for a staff member.

Email

  • This will be the email used by the staff member to login to the website. Clicking change under the email will allow you to enter a new email.

Password

  • The password for the employee is not visible for security reasons. If a password needs to be changed you can click the change button underneath to enter a new password. Passwords can also be reset on the website login page using the Forgot Password link.

Permissions

This section allows you to set the permission level for this staff members account. Custom Permission Groups can be configured under the Permission Groups tab, but the default permission levels are as follows:

Administrator

  • Full admin level access to the tabs on the admin side along with access to the website builder.

 

Approvals Only

  • Only access to the Dashboard for Approvals.

External Administrator

  • This permission is only used for software to connect via the API. If a user has this permission set they will not see anything when logged in. This gives admin level access but just for a software to connect and interact with the website at the admin level.

Funeral Director

  • This permission gives access to the limited access to the admin tabs. Mainly access is given to the Dashboard for Approvals and Obituaries tab to make changes on obituaries.


Manager

  • This permission level gives access to most of what the administrator level has access to but slightly more limited.

No Access

  • This permission level removes access to the website for the user.

**Once you have made changes to a staff member, make sure to click the Save User button at the bottom of the page to save the changes.