Account Management

We’ve introduced a new Account Management system to give you one central place to manage your organizations, cemeteries, billing, and users. This guide walks you through the new and improved way to manage your Cemeteries.

Account Management (Table of Contents)
- Accessing Account Management
- Account Owners
- Organizations
- Cemetery Management

How to Access Account Management

Log into webCemeteries.
Click on your login icon on the top right corner.
Select your Account name.

View and Manage Account Owners

Account Owners have full control over the Account. They can create organizations and manage cemeteries within.

Every account must always have at least one owner.

Go to the Account tab on your account page.

Review the list of current account owners (name, email, phone number).
To add an owner:
- Click orange "+" button.
- Enter the person’s name, email, and phone number.
- Click Save.
To remove an owner:
- Click the Trash button next to their name.
- Confirm removal.

Note

At least one account owner must remain. You cannot remove the last owner.

Understanding Your Organizational Structure

From your account page, you can view or add Organizations.

Organizations group cemeteries together for easier management.
- Account Owners have full access across all organizations and cemeteries.
- Organization Administrators manage only their assigned organizations and cemeteries.
- Cemetery Administrators manage only their assigned cemetery.

Note

Admins of the same level can remove each other. Organization admins can remove other Organization admins, Cemetery admins can remove other Cemetery admins etc.

To add an Organization, select the "Add Organization" button.

Enter the name and then click Save.

To add an Organization Admin.

Select the Organization.
Click orange "+" button.
Enter the person’s name, email, and phone number.
Click Save.

To remove an Organization Admin

Click the Trash button next to their name.
Confirm removal.

Managing a Cemetery

Each Cemetery can now be managed through the account management page. You can group them under organizations and assign Admins and users.

You can see the Cemeteries under an organization on the left side menu, or, by clicking the "Cemeteries" tab when you have the Organization selected.

On the right of the Cemetery name are links to the Cemetery's page in management:
and to the Cemetery's settings:

Select the Cemetery from the left side Menu or the Cemeteries Tab when an Organization is selected.

Above you'll find buttons to:

Move the Cemetery to another organization, or remove it from the organization to make it independent.
Link to the Cemetery.
Link to the Cemetery's settings.

Cemetery Admins

In the Administrators tab, you can manage the Cemetery admins who have full access to the Cemetery and other Users.

To add an admin, in the administrators tab:

Click orange "+" button.
Enter the person’s name, email, and phone number.
Click Save.

To remove a Cemetery Admin

Click the Trash button next to their name.
Confirm removal.

In the users tab, you can manage the individual users of the cemetery and their permissions, much like you would in user management in the Cemetery Settings.

To add a user