Adding & Managing System Users

Managing users within Cemify allows you to specify who has access to your cemetery's records and what actions they can take with those records.  In this article, you'll learn how to view your existing users, add additional users to your account, edit a user's permissions and archive a user.

This Article Includes:

Viewing Existing Account Users

Please note: only users with Account Administrator level access can view and manage users.

To view your account's existing users and permissions, click on Account & system settings in the upper right hand menu:

Then select Users & Permissions from the left menu:

This will show you a list of all system users for your Cemify account:

Adding Additional Users

Please note: only users with Account Administrator level access can view and manage users.

To add an additional user to an account, click on the New User button:

This will prompt you for a name and email address of the new user:

Just fill in the name and email of the new user, then click on the Invite User button:

This will send this user an email, with a special one time link for them to set their password and login to Cemify:

Please note, for security reasons the password link expires in 2 hours after the email is sent, so it's important that you send the invite when the user is able to log and set their password.

If the person you are inviting does not receive the email within 5 minutes, have them check their spam folder and email filters.

Managing Account Permissions

Please note: only users with Account Administrator level access can view and manage users.

When a user is first added to Cemify, they are defaulted to View Only access, meaning they can see your records, but can't make any changes:

To change permissions, click on the 3 dots next to the name, then select Manage Permissions:

Then select the permissions you'd like to grant the user and click on Update Permissions: 

Archiving Users

Please note: only users with Account Administrator level access can view and manage users.

In order to remove someone's system access, you'll want to archive their account.  By archiving their account, you will ensure that any activity logs from the user remain intact.

To archive an account, click the 3 dots next to a user and select Archive Account:

The archived user will no longer have login access to your account.  Archived users do not count against your total user limit.