Allowing Members to Have an Account in Breeze

Member access allows an individual access (role permissions determined by you) to Breeze so they can see their own data and (optionally) their giving history, attendance records, groups they belong to, view their volunteer schedule and manage blockout dates, and the ability to easily donate online through previously-used payment methods (i.e. a specific credit card, debit card, or bank account).

A Member Role does not mean that a person has a church status as "Member." Everyone that has a "profile" in the People Section of Breeze will appear in the Member section and can have a "Member Role." If you have someone that is no longer attending, and you do not want them to have access to Breeze, you will need to delete their User Account in the Users Section. The card on file underneath the "Give Now" tab only works if you're using Breeze as your payment processor, and not another third-party platform.

Before starting, ensure you've created at least one role with the permission for "My Profile" checked. Breeze will only allow you to invite members to create accounts with roles having this permission. As a safeguard, Breeze will also restrict users from inviting members into roles with the "Manage Account" or "Contributions" permission checked.

By Invitation: Invite a member to create an account

To send a member an email inviting them to create an account (username and password):

  1. Go to Account Settings (mceclip3.png)> Users & Roles > Members.
  2. Ensure that the role in the blue bar at the top of the screen is set to the role you'd like members to have (must have access to "My Profile" in the permissions of the Role)
  3. Find the person you'd like to have access to Breeze and click "Invite" to the right of their name. (You can use the Filter option in the Blue Bar at the top of the page to filter your list that appears here).
  4. That person will be sent an email inviting them to create an account.
  5. Repeat step 3 for each person you'd like to provide access to.
The invitation verbiage that is sent out to your members is fully customizable as well! While in the "Members" section, Locate and click the Settings button (within the Blue bar at the top of your screen) to edit your invitation verbiage. If you desire for Members to use the Breeze App it might be helpful to include your Church ID in the invite as this will be needed to login to the app. The Church ID is your subdomain, for example, if you log into Breeze using calvary.breezechms.com your church ID would be calvary. 
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Without Invitation: To allow members to create accounts without invitations

If enabled, members can create their own account by providing their name and email address. If that name and email address match someone in the People section of the database, the email address will receive an invitation. Breeze is able to better ensure security by only sending to an email address within the database.1
  1. Go to Account Settings (mceclip3.png) > Users & Roles > Members.
  2. Click "Settings" on the blue bar near the top.
  3. Under the "Create By" field, select one or more of the following checkboxes and click save:
    • Members can create an account from the login page
      This option will add a link to your Breeze log in page that members can click to create their own account.  
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    • Members can create an account from the online giving page
      This option will add a link to your online giving page which members can click to create their own account. This function only works if accessing the page through the default Online Giving Page URL, if using the embed code option it does not include this option. When you give members the ability to create an account from the online giving page, it also allows them to SIGN IN to Breeze from the online giving page.
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    • Members can create an account from a link I share
      This option will provide you a link that you can share with others.
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1If a user does not yet have a profile within your database (or that profile doesn't have an email address), a church administrator will first need to create/update their profile in People before they can create an account. When a member creates a user from a link/giving page/login page, it asks them for a Full Name and Email Address. This information must match the information on a profile. It will count as a match whether they type their legal first name or their nickname, as long as it is on their profile in Breeze.

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Manually create users: 

To create a member account as an administrator (i.e. the member does not need to do anything to set the account up), do the following:
  1. Go to Account Settings (mceclip3.png) > Users & Roles
  2. Click "Add User."
  3. Fill in the information, selecting a role that has the "My Profile" permission enabled and ensuring an email address is entered (this is required).
  4. Once a role with the "My Profile" permission is selected, an additional field will appear asking which profile you'd like to link that user account with.
  5. Select the appropriate profile and finish creating the user account.
  6. Check the box "Email user username and password", this will let the user know they now have access to Breeze. 
  7. Click "Create User". 

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Additional option to "invite users" in bulk: 

  1. Go to Account Settings (mceclip3.png) > Users & Roles > Members.
  2. Click "Settings" on the blue bar near the top.
  3. Copy the link under the option Members can create an account from a link I share. 
  4. Navigate to People and Run a People Search for those you would like to invite, this may be all members or attenders of a certain age or everyone in the database. 
  5. Using the Action Panel select the "Email People" Option, Compose an email invitation and send. 

    Sample Verbiage for Invite email you compose: 


    [FIRST_NAME] [LAST_NAME] (Make sure to use the mail merge options),


    We are so excited to have the opportunity to roll Breeze, an online member directory out to you. We would like to invite you to create an account by clicking here.(Make sure to attach your own link to your church create an account page). 

    This will allow you to view and update your own information, view your giving history, see groups you belong to, view your volunteer schedule and manage blockout dates, and the ability to easily donate online through previously-used payment methods (i.e. a specific credit card, debit card, or bank account).

    Additionally, you will be able to search the database to view general contact information about others who have Opted into the Online Directory.

    After creating an account, you can conveniently access our church's Breeze account by going to yourchurchsubdomain.breezechms.com or downloading the Breeze App. If logging into the Breeze App the Church ID is (Provide Church ID / Subdomain here.)

    We are so excited about this new journey at Your Church Name Here, and are thrilled to be able to release this to you! Here is a great Member Tutorial Video that may be helpful as you learn this new tool! 

 

What each color represents on the "Members" Page:

  • Green means that the person has a user account to access Breeze. You can deactivate the account from here, which deletes their user. 
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  • Orange means that the person has been invited to create an account. It will display the day this person was invited, and you can resend the invite or deactivate the invite to the right. 
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  • Red means that the person has not been invited to create an account and that there‚Äôs no account that has been created for them with the email address used in their profile. If a person has an email address in their profile, you can click the invite to send an invitation. If they have no email address, you would need to add an email to their profile before being able to send an invite. 
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You can filter the Members list by color, name, or by people parameters (using the Filter option in the top blue bar) : 

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If you choose to "Resend Invite" or "Deactivate Invite" then the original link sent to the user will no longer be active. If a second invite has been sent, the member will need to create their username and password from the most recent email invitation. In the event the "Deactivate Invite" option was selected, you will need to "Resend Invite" to allow them to create a login.

If you chose to send a username and password in an email, it will be sent from the email address of the user logged in.

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