Applicable role: Account Manager (AM) Version: reflects the current state of the staging test site (2026-07-20 UAT hands-on testing). This manual describes the interface that is actually operable in the current version; anything that exists in the spec but is not yet provided in the current UI is explicitly marked “not available in the current version”.
Role Description
The Account Manager is the front-line business staff: after a client purchases a niche, you help the client create a memorial space, send an invitation to the Primary Manager, maintain account attributes on the client’s behalf (Honoree, date of passing, niche) and business-side materials (niche photos, AI memorial videos), and, when the client needs it, deactivate / restore on their behalf and resend Time Letters.
Important boundary — you cannot see family content:
- On the memorial space detail page, you only manage account attributes, member structure, and the content you upload yourself on behalf (niche photos / AI memorial videos).
- Content edited by families (Profile / bio / Timeline / photo albums / Time Letters) is not available for Account Managers to preview; this is a deliberate privacy design.
- You only manage the memorial spaces you are responsible for; there is no cross-Account-Manager scope switching.
Navigation bar: Memorial Spaces / Invitations / Niches / Audit / Tools (the Account Manager has a “Tools” page, used for resending Time Letters).
Login URL
- Business back office (test site): https://your-tenant.curate.memorial/admin
- The production URL will be announced separately.
- The business back office account and the family-facing account are two independent accounts (they are not shared even with the same email).
In this manual
- 1. Activate Account and Log In
- 2. Create a Memorial Space (Two Modes)
- 3. Invitation Management (Resend, Change Recipient Email, Revoke, Invite Members on Behalf)
- 4. Managing Account Attributes on Behalf (Honoree / Date of Passing / Niche)
- 5. Managing Niche Photos and AI Memorial Videos on Behalf
- 6. Lifecycle: Deactivation and Restoration on Behalf of the Client
- 7. Resending Time Letters
- 8. Quota / AI Painting Cap (How to Request Changes)
- FAQ / Known Limitations