Allowing Members to Have an Account in Breeze

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7 comments

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    Carly Grubb

    How can I allow my members to access and edit their own info without allowing them access to edit all the other members info? 

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    Emily W.

    Hey Carly!

    You can simply Navigate to "More" > "Users & Roles." <Click "Roles" on the left.< Click the pencil icon to the left of the role you'd like to modify.< Change the permissions to only "My Profile" This will allow members to view and edit their own information. 

    If you want members to be able to view other members information as well but not edit it, you can simply follow the same steps: Navigate to "More > Users & Roles." <Click "Roles" on the left.< Click the pencil icon to the left of the role you'd like to modify.< Change the permissions and select only "My Profile" and "People" View.

     

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    remlapfbc

    Can an account be set up for someone without an email address?

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    Emily W.

    Hi there!

    Absolutely! If 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 before they can create an account.

    To create an account for someone who doesn't have an email address you can simply:

    1. Navigate to "More > Users & Roles."
    2. Click "Add User."
    3. Fill in the information, making sure to select a role that has the "My Profile" permission enabled.
    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.

    Hope this helps! :)

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    lgreer

    It would be great to allow people to create an account with either an email address OR a cell phone number.

    Part of our guest checkin is going to be only asking for a cell phone number.

  • Avatar
    wyndwoman

    We have allowed members to create an online giving account, and currently have a "create account" link activated on the sign-in page.   At some point we will be allowing members greater access, and using Breeze as an online directory.  I know I can invite members to create a member account, but is there a way to ensure that people who create an account through the link only get an online giving account?  In other words, we may have non-members who want to give online and create an account, but we don't want them to have access to member information.

  • Avatar
    Emily W.

    Hi there!

    If that "create account" link is activated on the sign-in page, then non-members and members alike will be able to use that same link to create a member account. Best practice is to email the link out to members and for your non-members create their account for them, giving them a completely separate role with limited access. Here are a few resources that might be helpful: 

    Assigning a Role to a User

    Allowing Members to Have an Account in Breeze

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