Allowing Members to Have an Account in Breeze

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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.

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    Lorraine Ellis

    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

  • Avatar
    Carly

    Using the access permissions, I've tried to allow members to change their member giving.  I have not been successful.  And, now that the new year has begun, people have signed up for automatic giving but their old automatic giving did not stop (BTW, Illinois state law requires there be an end date to auto charges and Breeze lacks this!!).

    So, two questions:

    1. What are the steps that a member needs to follow to change their online giving through Breeze (they already have an account)
    2. When will you have a step that sets the number of times a contribution is made OR an end date for contributions?
  • Avatar
    Sheley

    Hi @Carly!  Here's an article that will direct your users on how to update/view/stop their recurring donations: View and Modify Recurring Donations.  There will be a "stop recurring gift" button in the bottom left corner of the popup window that appears when they change their online gift.  We'd love to walk you through this further if you need additional assistance.  Simply Contact our Support Team and we can give you more detailed directions. 

    As for the Illinois State Law - would you be able to send us a link to that law?  We would love to look into what it says as we do not want to be in violation of any of our state laws.  If you could send it to julie@breezechms.com our team would be happy to figure out what steps we need to take. 

    Thanks! 

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    lawellens

    How does member access allow people to see the groups they belong to? How do I set that up?

    Thanks!

  • Avatar
    Emily W.

    Hey @lawellens!

    Great question! If you contact our Support team, we would love to walk through this with you and help you set this up! :)

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