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TER New User Setup Instructions for Funeral Homes

Step-by-step instructions on how to set up a new user and funeral director in the TER system. Includes assigning user ID and password, adding user information, and verifying demographic details.

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TER New User Setup Instructions for Funeral Homes

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  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

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