Applicable role: Manager Version: Corresponds to the current state of the staging test site (as verified in UAT run 1／2 on 2026-07-20). This manual describes the interface actually operable in the current version; features that exist in the specification but are not yet provided in the current UI are clearly marked “not available in the current version” within each chapter.
Role Overview
A Manager is responsible for managing a group of Account Managers (AMs) and may also act as an operator themselves, directly creating and maintaining memorial spaces. The governance hierarchy is as follows:
| Level | Role | What they can do (relative to this manual) |
|---|---|---|
| Level 3 (highest) | Tenant Admin | Create／remove all Managers and Account Managers, bulk-import niches, system settings |
| Level 2 | Manager ← this manual | Invite and manage Account Managers, reassign affiliations, set delegates, view the memorial spaces and audit logs of their own team |
| Level 1 | Account Manager (AM) | Create and maintain the memorial spaces of their own clients |
Permission boundaries (important):
- A Manager can only invite Account Managers; they cannot invite or create other Managers (that is a Tenant Admin privilege).
- A Manager cannot see the “Tools” or “Manager Management” pages (see Chapter 6).
- All the lists a Manager sees (memorial spaces, audit logs) are limited to their own team (themselves + their Account Managers), not the whole tenant.
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 (digital memorial platform) account are two independent accounts; even with the same email they are not shared. This manual covers only the business back office.
In this manual
- 1. Account Activation and Login
- 2. Inviting Account Managers
- 3. Team Management: Reassigning Account Managers (Change Supervisor) and Setting Delegates
- 4. Team Memorial Space Overview and Bulk Transfer
- 5. Audit Log
- 6. Unavailable Features (Tools Page, Niche Import, Manager Management)
- FAQ / Known Limitations