Changing/Updating User Settings

User accounts have settings that can be set specifically for that account.


General Information

To change general information related to your user account (e.g. name, email address):

  1. Navigate to the "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  2. From the drop-down, select "User Settings."
  3. Make the desired changes and click "Update."

Note that your user account's email address will be the sending email address for messages you send from Breeze.
You are unable to change your first and last name. This must be done by an Administrator on the account by navigating to More > Users and Roles > and editing the User.

Change Password

To change the password for your Breeze user account:

  1. Navigate to the "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  2. From the drop-down, select "Change Password."
  3. Provide your current password, New Password, and Confirm New Password
  4. Click "Update Password."

Notifications

Notifications are emails that are regularly sent to the email address associated with your user account. These notifications typically provide a high-level overview of a given area of Breeze. They are intentionally limited in how much they're able to be customized, focusing instead on being easy to set up and use.

To enable notifications:

  1. Navigate to the "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  2. From the drop-down, select "Notifications."
  3. Select the checkbox for notifications you'd like to receive and click "Update."
The following shows the types of notifications available and the permission your user account needs to be able to enable the notification:

Type Description Required Permission
Birthday A list of birthdays for the following month. This list will exclude archived people and people the user does not have permission to view.1 People > View > Age
Follow Ups Follow ups from the past week that have been assigned, have been completed, or are past due. Follow Ups > View Assigned to Others
New People A list of new people added to the database over the past week. This list will exclude archived people and people the user does not have permission to view.1 Account Settings > [Any Option]
Attendance An overview of attendance for events in the preceding week. Events > Check In Reports
Giving An overview of giving for the past week. Contributions > Reports > View Reports
Anniversary A list of anniversaries for the following month (note that this option will only display if you have a "date" profile field containing either "anniversary", "wedding", "marriage", or "married". This list will exclude archived people and people the user does not have permission to view.1 People > View > [Anniversary Field]

1While notifications are limited in their degree of customization (e.g. the youth pastor cannot elect to only receive birthday notifications for students), churches can work around this by using a separate user account. Because notifications do honor the permissions a user has, a church could create a separate user that, sticking with the same example, only had permission to view people within the "Youth Group" tag. A notification could then be set up on that user account which would achieve the desired filter.

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