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4. Managing Account Attributes on Behalf (Honoree / Date of Passing / Niche)

Enter any memorial space detail page, and the "Account attributes · Account Manager operations on behalf" area gathers the fields you can operate on b…

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Enter any memorial space detail page, and the “Account attributes · Account Manager operations on behalf” area gathers the fields you can operate on behalf: Honoree, date of passing, niche number, niche photos.

4.1 Assign / Change the Honoree

  1. On the “Honoree” row, click “Assign Honoree” (or “Change Honoree” when already assigned).
  2. The dialog lists the members; select one to set as Honoree and click “Confirm Change”.

Assign memorialized subject Honoree dialog Figure 4-1: “Assign memorialized subject Honoree” — the Honoree = the subject this memorial space memorializes (the deceased). Select a member (usually the Primary Manager) to set as Honoree. Once set, that member will see the “Time Letters” feature on the family-facing side.

Notes

  • The Honoree is a one-time flag (once-flag): once set, in principle it cannot be freely changed on your own. If it is set wrong and needs correcting, contact engineering / the system administrator to handle it via the database-layer customer service process (the spec-compliant AM customer-service fallback).
  • The “Honoree” and role are two different things: a person can be the Honoree without being the Primary Manager; the Honoree flag determines whether the family-facing side shows “Time Letters”, and it does not disappear as the role changes.

4.2 Date of Passing (Set / Correct / Revert to Living)

  1. On the “Date of Passing” row, click “Edit”.
  2. In the dialog, choose the “Date of Passing” and click “Mark as Deceased”.
  3. To later correct the date or revert to living, operate on this same row.

Mark as deceased dialog Figure 4-2: Mark as deceased — choose the date of passing and submit. Note: “Once marked, the Time Letters reserved by the family will be released according to the deceased status. The date can still be corrected or reverted to living later.”

Notes

  • Marking as deceased triggers the release judgment for Time Letters (letters reserved by the family and set to “release after passing” will be sent accordingly); confirm the date is correct before submitting.
  • The family-facing side shows only the “year” of passing: what you set in the back office is the full date (e.g. 2026-01-15), but the family-facing memorial space page shows only “2026”. This is the display behavior of the current version, not a lost setting.
  • The birthday is edited by the family themselves and is not here.

4.3 Niche: Bind / Adjust / Remove

  • Bind (Assign Niche): on the detail page, on the “Niche Number” row click “Assign Niche” → choose a niche (the dropdown shows occupancy as UAT-A-003 (0/2)) → “Confirm Assignment”. After binding, the family-facing niche information reflects immediately.
  • Move / Swap Entire Niche / Remove: go to “Niche Adjustment” on the “Niches” page; changes use a staged (pending apply) mode, and only when you click “Execute Adjustment” at the end are they committed. To remove, use “Remove from niche (become niche-less)”.

Assign niche dialog Figure 4-3: Assign niche — select a niche from the dropdown (including occupancy count); “After assignment, this memorial space is bound to that niche; you can move it again later from Niche Adjustment.”

Notes

  • A memorial space not bound to a niche cannot be bound in from the “Niches” page side; use “Assign Niche” on the detail page.
  • “Remove from niche” does not deactivate the memorial space’s service — it merely breaks the niche binding; the memorial space reverts to a “niche-less” state, and all family-facing features work as usual (matching the rule that service is retained on niche removal / cancellation).
  • “Execute Adjustment” currently has no additional confirmation dialog; it takes effect on submission, so verify the staged content first.

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