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. In the top right of the screen, click the user account icon (2020-05-14_14-34-41.png)
  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 own username. 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. In the top right of the screen, click the user account icon (2020-05-14_14-34-41.png)
  2. From the drop-down, select "Change Password."
  3. Fill in the information and 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. In the top right of the screen, click the user account icon (2020-05-14_14-34-41.png)
  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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Comments

9 comments
  • When I follow these instructions, I briefly get the correct edit screen, but almost immediately it replaces the username, first name, and last name with that of our office manager. This happens with all users.

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  • Hi Breezchms!

    Happy to help! Would you mind to provide all of this information in an email to our Support team so that we can troubleshoot and resolve this issue for you! support@breezechms.com :) 

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  • I may have figured it out.

    I think if I have two Breeze tabs open at the same time, Breeze gets confused.

    It seems to be working ok now.

    I'll follow up if it happens again.

     - 

    Cindi

    Pastor and Software Developer
    (really)

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  • That wasn't it.

    But this was:

    LastPass thought the fields were login fields, and was trying to autofill them.

    In Lastpass, in each account, I went to Advanced Settings and checked [x]] disable autofill.

    That solved it. Something for your files!

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  • Is there a way to tag users?  I'd like to be able to send out user specific help notes, but don't even seem to be able to tag users.  Even better would be a way to tag users by role--like all our congregants who have fairly limited privileges vice our ministry leaders with larger privileges.  

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  • @techsupport

    Thanks for reaching out the the Breeze Community! Breeze doesn't currently contain functionality to Directly Tag the Users within the database based off of Role. We apologize for any inconvenience here, but it would certainly make a great Feature Request as this is the number 1 way that we make changes in Breeze! See here: Submitting Feature Requests

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  • Is there a way to get notified when people are archived? I'd love to make it something like a "to be unsubscribed" list.

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  • @tjones

    I think that having a notification for someone that was archived would be very helpful too! This would be a great feature request for our team to hear, and for more information on our Feature Request form, check out our feature request article here: Submitting Feature Requests.

    I've found that the best place to track when people are archived would be in the Log of Changes / Audit Trail. That might help you while trying to unsubscribe these people.

    I hope this helps!

     

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  • @Connor: Thanks! I'm submitting a feature request. The log is a good idea in the meantime.

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