TER New User Setup Instructions for Funeral Homes

1. TER New User Setup Instructions for Funeral Homes

2. Under ‘Utilities’, click User Security After successful log-in

3. Under ‘User’ select New or icon

4. Assign User ID Assign Password Enter User Information Select ‘Not an Administrator’

5. Under ‘User’ Select View Locations or icon

6. Click on ‘locations’

7. Click on ‘Funeral Home’

8. Save Select funeral home and drag it to ‘Locations’

9. Under ‘Location’ Select View Groups and Processes or icon

10. Click on groups

11. Save Select Funeral Home Group and drag it to ‘Groups’

12. Exit New user will list after save

13. Setting Up a New Funeral Director for Demographic Verification

14. Under ‘Utilities’, click Funeral Director

15. Under ‘User’ select New or icon

16. Enter User Information Assign temporary PIN Check ‘Display in Lists’

17. Save Click OK

18. Exit The new Funeral Director is added to the grid

19. For assistance send your questions to: help-ter@dshs.state.tx.us