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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    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.

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    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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    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?
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    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!

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    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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    wyndwoman

    I'm setting up member access for online directory.  I want to

    1. Allow a member to see ALL of the tags that they are tagged in, but

    2. Only allow them to see tags from a specific tag folder when they look at another person's profile.  

    I can't seem to make this happen, regardless of what combination of "allow" and "restrict" I use.  

    Help!  We're trying to launch access this coming weekend.

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    Emily W.

    Hey @wyndwoman!

    Please email or call Support so that we can walk through this with you! Happy to serve!

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    wyndwoman

    Curious if any other churches have run into resistance around not only having an online directory, but the fact that the database is in the cloud and therefore susceptible to hacking?   How did you handle it?

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    remlapfbc

    Yes, that was beginning to move through our church a few months ago.  We began using Breeze April 2018.  I met a lot of resistance when it was first rolled out to the congregation.  I explain that there was nothing maintained on the profile that could not be found just by doing a Google search.  I also explained that we did not maintain social security numbers or banking information in Breeze.  Also if they were concerned about their birthday, we could either remove that information from their profile completely or only put the month and day and round the year to the nearest zero because all I really needed was to know the month and day in most cases anyway.  This seemed to ease their concerns.  I read an article that explained about the need of a Data Protection Policy for today's churches.  We are working on that now. 

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    sgilbertson

    Hi, I'm trying out the demo and I'm a confused as to what the difference is between a user and a member, functionally. At first I thought it was a difference between who could manage the data (users) and who could view the data (members) but that appears to be taken care of with permissions in roles. Any clarity you could provide me would be helpful. Thanks.

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    wyndwoman

    sgilbertson - I believe that a Member is anyone who is in the database. A user is someone with an account who can either view or edit data.  Members can become users if they create or are given an account.

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    Emily W.

    Hey @sgilbertson!

    Sorry for the confusion! Happy to clarify! @wyndwoman is spot on. A user is a person who can login to your Breeze account and perform administrative functions. A member can be an individual who has limited access to Breeze so they can see their own data and (optionally) their giving history, attendance records, groups they belong to, and the ability to donate online. Member is a status field that you can give to the individuals in the database--since all listed are not always all users nor are they all members.

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    sgilbertson

    That's helpful! Thanks!

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    brian

    Just to be clear, I am correct in concluding that there is no way for someone to join our database unless we have previously created a card for them? For instance, if we had a group meeting of newcomers and wanted them to access and join Breeze, we would have to previously add them on the Admin side? 

    I realize the wisdom of this from a security standpoint, but it would be useful from an ease-of-use standpoint to allow users to create an account with some restricted scope so that the data-entry is distributed and in the case of being able to send a link in an email whereby the recipient can quickly and easily join. 

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    Sheley

    Hey @Brian - that is more-or-less correct.  You could manually create users for individuals who may not have a profile in Breeze.  However, if you want them to be able to create their own account via the online giving page, the log-in landing page, or via invitation, they will need to have a profile in Breeze. 

    I might recommend sending your individuals a link to a form that they could fill out with some basic information and upon completion of that form, you would create a profile for them within Breeze and then they could have an account.  Kind of a win-win where you would get their information in addition to them having an account with Breeze! 

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    Tucker Reyner

    One of my members went to create an online giving account, but when he went to give he got an error message saying, "the account cannot make live charges due to verification.disabled_reason." I assume this means there is a permission that I did not give our "member" role. Can you tell me exactly which permissions need to be enabled for online giving? I want to make sure I do not give people too many permissions, especially with regards to contribution information. 

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    Emily W.

    Hey Tucker!

    Thanks for reaching out! This message is popping up because of the verification needed to finalize the setup of online giving. Once that is complete, that error message will go away. 

    Hope this is helpful:

    Transferring Online Giving to the Church

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    reneandnoelle

    Is it possible for me to set up a user account for a member but use a temporary password and get them to change it as soon as they login? Alternatively I could send them the user ID and get them to create the password?

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    Emily W.

    Hi @reneandnoelle!

    Yes!

    I would just follow these steps if you are manually creating it.

    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.

    Blessings! 

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    lordneeko

    We don't specifically give members breeze accounts at this time, but I was asked the question that people who have setup reoccurring giving don't have a way to change their giving. I see on your site about sending them invitations and that's fine. But is there a way for me to setup our system so that if a person selects "reoccurring giving" that they get redirected to create an account, or an invitation email or something?
    Thanks!

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    Ashley Lynn

    Hey @lordneeko

    There are several other options outside of sending invitations to members, which allow members the option to create an account in Breeze. One way is to allow members to create an account from the online giving page, to set this up:

    1. Navigate to "More > Users & Roles > Members."
    2. Click "Settings" on the yellow bar near the top.
    3. On the "Create By" field, select the following checkbox and click save:
      • 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.)

    If you only thing you would like members to be able to log in and update is their recurring giving, then you would want to change the Member Role Permissions to reflect the below permissions:

    To Edit the Member Role you will want to:

    1. Navigate to "More > Users & Roles."
    2. Click "Roles" on the left.
    3. Click the pencil icon to the left of the role you'd like to modify.
    4. Change the permissions you'd like adjusted and click "Update Role."

    I hope this helps!

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    Carole Bishop

    Hi- My church recently signed up for Breeze and I am the administrator.  I'm hoping to get an invite out to members of the church to create their own account log ins.  My question is once a member creates their own account with all their information including online giving, can another member look at other members giving amounts?  I know I will get asked that question.

    Thanks,

    Carole

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    Steve P

    Hey Carole!

    Rest assured member accounts do not have access to other member's giving information. The information members have access to is controlled by you and the Admins at your church. The default settings for members only give access to the individual person's profile and their family. 

    Hope this helps!

     

     

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    Emily

    We want users to be able to view their information, but not edit. As we worry that a member would take out a phone number, for example, because they wanted it to be private, not knowing that there is a feature they can utilize to mark it as private. 

     

    Is it possible to allow a user to make a change to their information that would send me, as the admin, a message to approve or deny the change?  This way a user could still fix info that may be incorrect but I'd need to monitor and approve it.

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