How To Manage User Profiles (Usernames and Password)

For our customer’s protection, we have the following policy for managing user profiles:

• When the Pontem application is delivered, your primary administrator for your Pontem Cemetery is provided with login credentials for managing user profiles and performing administration functions.
  
• If the primary administrator would like a refresher training, they can reach out to us and we can assist them directly.
• If the primary administrator is not available, we can work with the staff person to assist them with their personal login issues. 

NOTE: These instructions are for the latest application version.   If you are not sure if you are at the latest version, we recommend you Check for Upgrades before you continue.

Basic Steps for Managing User Profiles

1. Open your Pontem application and log in with the PontemAdmin user.
   If you do not remember the password, you can send a request to our helpdesk by clicking HERE.
2. Click Edit on the menu bar in the application's main window.
3. Select Adjust Preferences from the Edit options
   
4. Click the > next to the  'Security' folder and then Click Users folder to display the list of user profiles
5. Look for the User Profile in the List and:
   • If it is not in the list (new user), Click the New User button
   • If you see it in the list, Click the record in the list and Click the Edit User button
   • If you see a User profile in the list that is no longer valid, Click the record in the list and Click the Delete User button

Adding or Editing a User Profile

After Clicking on the New User or Edit User button, the User Profile Detail page is displayed

After Adding a New User

After adding a new user the Assign Groups tool will open.  This is where you will allow them access to specific functions within the application.  Typically you add them to the CM_ADMIN Security Group that has the "rights" to function they need to process grave purchases and burials. 

1. Click on your new User Name in the list; it will be highlighted in blue.
2. Click on the "Groups" button below the list to open the Assign Groups dialog.
3. Select the Group that you want to assign the user to.
4. Click on the Add Item button to move the group name to the "This Users Groups" list.
   • ONLY ADD ONE group to this list.  Adding more than one can lead to unwanted restrictions.
5. Click on the OK button to make the assignment permanent.  Note: This assignment can be change in the future.

Test The Login for this Profile

• Close out of your application completely and relaunch to test the new or changed login
• We recommend you test the log in at this PC first.
• Also test the log in at the PC where the user normally works