Creating a New Role

To add a new Role:

  1. Go to Account Settings (mceclip3.png)
  2. Click on "Users & Roles"
  3. Click "Roles" on the left.
  4. Click "Add New Role."
  5. Give the role a name, description, and desired permissions.
  6. Click "Create Role."

To learn about how to assign your new role to a user, see Assigning a Role to a User.

mceclip0.png

When creating a Role, you can hover your mouse over any permission to get an idea of what having that permission will grant the user to do. 

mceclip1.png

Duplicating an Existing Role

If you have a role that you want to make slight changes to, but don't want to start from scratch, you can duplicate and existing role! 

Go to Account Settings (mceclip3.png) > Users & Roles > Roles and then click the "copy" button (looks like two pieces of paper) on the righthand side of the Role that you'd like to duplicate.

By default the name will be "Copy of _____ (the name of the duplicated role)" which you can then edit to whatever you'd like.

mceclip2.png

This can be particularly useful if you want to try out what certain permissions can do without altering existing Users/Roles.

Was this article helpful?
15 out of 19 found this helpful

Comments

4 comments
  • I am trying to set up a new role which allows certain members to have access to all people tagged in our online directory plus all children tagged in our different children's ministries.  Some of these children are not tagged in the online directory because their families do not attend our church, just the child.  I can't seem to get it to show anyone other than those tagged in the online directory.  Do you have any insight into what I am doing wrong?  Again I want to give access to online directory PLUS children's ministry tags.

    0
  • @boehmerclan7

    Thanks for reaching out to the Breeze Community! Visibility permission for specific people is assigned in the People (dropdown) within Role Permissions. You would simply want to make sure that you assign permissions to the Online Directory AND the Children's Ministry within the Only Access Certain People dropdown. 

     Once you've done this, you will be able to see everyone included in both of those Tags! 

    Prayerfully, this information is helpful for you. Please let us know how we can continue to serve you! 

    0
  • The pastor is setting up various community and education groups through tags and now want to be able to set up and assign the roles. He does not want access to contributions but if I give him access to Users & Roles he can change his user profile to include contribution information. Is there a way to give him access to Users & Roles but not allow him to change his role or the Administrator role?  

    0
  • @graysor

    Great question! Unfortunately, there is no way for him to have access to users and roles and not have the Authority to change all aspects of this area. We sincerely apologize for any inconvenience that this may cause!

    Cheers!

    0