Create a secure handshake account that allows visitors from your own website to access cemetery records in read-only mode without giving them administrative access.

A handshake account is a special read-only user account designed for public website access. Instead of asking visitors to manually enter a username and password, the system creates a secure link that signs them in automatically with limited permissions.

This gives cemeteries, churches, and municipalities a smoother way to share searchable records from their own website while keeping administrative tools, reports, editing features, and private account settings protected.

From your dashboard, while logged in as a Master user, click the Security icon.

You will see a list of users already created for your account. Above the list, choose the option to Add a New User.

Enter a username and password for the new account. Since this account will be used for website visitor access, choose a name that clearly identifies its purpose, such as Guest, WebsiteGuest, or PublicSearch.

Once the permissions are set correctly, click Save.

After saving, you will return to the user list. Locate the new read-only user and click Edit.

When editing the user, the system will display a generated guest access hyperlink along with a Copy button.

This is the handshake link that can be placed on your own website. When visitors click it, they are automatically signed into The Crypt Keeper Online using the read-only account you created.

After copying the link, paste it into your website or open it in a browser to test the visitor experience.

At the bottom of the same page, enter a Return URL. This is the page visitors should return to after they log out of the read-only search area.

For the best visitor experience, this should usually be a page on your own website, such as your cemetery search page, home page, or records information page.

Visitors using the guest access link can see a custom welcome message. This is a helpful place to explain what they can search, who maintains the records, and how they should contact your office if they need assistance.

From your dashboard, go to Settings and select Custom Message for Read-Only Visitors.

Use the editor to customize the message your visitors will see. When finished, click Save.

A clear message helps visitors understand that they are viewing read-only cemetery records and that any corrections, questions, or record updates should be directed to your organization.

Your read-only handshake link can now be added to your website, giving visitors a simple and secure way to search cemetery records while keeping your administrative tools protected.