Creating a New User

A user is a person who can log in to your Breeze account and perform administrative functions. 

To add a new user:

  1. Go to Account Settings(mceclip3.png)
  2. Click on "Users & Roles"
  3. Click the "Add User" button.
  4. Fill in the required information and click "Create User."

Note: Each User must have a unique Username.Should 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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Looking to provide Breeze Access for your Organization Members/Constituents? Click here for Member Access instructions. The "&" symbol cannot be used within a Username. It will create an error within the Username and not allow the User to sign in until corrected.

 

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Comments

8 comments
  • Can functionality be created to allow individuals to navigate to our breeze login page and create their own account which then goes in for verification by the church admin roles that we have setup? Add in a captcha during that creation process and leave account in a pending state. Add an email notification of the new user to the admin roles for us to update the status of that account.  Good to go.

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  • Hey @jordongonzales, 

    Thanks for reaching out!  That's a great question.  That type of functionality isn't present in Breeze currently, but you can submit a feature request for Products and Development teams.  I'm sure they'll be glad to hear it!  

    Here's the link if you'd like to submit a new feature request: Submitting Feature Requests

    We're so glad you're a part of the Breeze Family!

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  • Yes, I would also love to see the option for People to create their own account as suggested above (with the proper verification steps in place). I currently have to to set up accounts and passwords for more than 200 members manually, and a feature like this would greatly help in the future.

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  • @jojogcontact

    Although we don't have the functionality for captcha, It is very possible for members to create their own accounts within breeze! Take a look at these articles for more information:  

    If you have any additional questions, please don't hesitate to let us know!

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  • Is there a way to customize the email that is sent after selecting "send username and password" when creating a user for a member?  I would like to create these for our members but notify them to change the password the first time they log in. 

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  • @bburks

    Thanks for reaching out with this great question about customizing the email that is sent after selecting "send username and password" when creating a user for a member. 

    The current functionality of Breeze does not offer the ability to customize this email. Yet a great work around is to send an email to the members letting them know, in advance, that they will receive an email with their username and password. In this email you can request that they change the password the first time they log in. 

    You bring up a great idea to have the ability to customize the email that is sent after selecting "send username and password" when creating a user for a member. If you have a moment, please share this idea directly with our Engineering team by submitting a feature request. 

    Here's the link if you'd like to submit a new feature request: Submitting Feature Requests

    Have a wonderful day!

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  • I have two significant concerns about the user enrollment process: 1) Passwords are sent in clear text in unsecured emails and 2) There is no "force password change on next login".  These are significant security risks and should be addressed.  Please advise on plans.

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  • Hey @jimmarsden01!

    Thank you for reaching out with these concerns! It's definitely important to know that your data is secure. I want you to know that the safety of your data is something we very much care about, and we are constantly taking measures to ensure your data is safe!

    Regarding this situation specifically, while we don't have these specific features that you mentioned, there are a few secure workarounds that may be helpful to you! :) 
    1. Instead of manually creating users for people, you can have them create an account themselves by sending them a link or inviting them within the "Members" page in "Users and Roles." We usually recommend this option as it has a security feature that won't allow anyone to create an account unless their full name and email address is located in a profile within your "People" section. You can find more information on this here: Allowing Members to Have an Account in Breeze

    2. Additionally, if you don't want to let people create accounts themselves, but you also want to make sure you don't send an email with login information to the person you manually created a user account for, you can do that by making sure that the "Email username and password" option isn't selected before successfully creating their account. You can then instruct the person that you created a user account for to go to your ministry/organization's Breeze login page, and hit the "Forgot Password" option. If their email is in a Breeze profile, this will email them a secure password reset link, and allow them to reset their password: How Do I Log In To Breeze?

    Regarding passwords, our password requirements greatly enhance the security of data stored by your ministry/organization. Security is very important and we're committed to protecting your information in your account. Unlike some other sites that require a complex set of capital letters, special characters, and numbers, our password feedback uses a smart algorithm that checks the password for the "number of days it would take for someone to hack it." This algorithm gives us a score that we can use to quickly determine how strong the password truly is. You can learn more about this here: Breeze Password Strength.

    Also, if you are an admin, you can always change the password for the user once you confirm they have access, or they can even change their password themselves once they login! Here is some information on this: Changing/Updating User Settings and Editing A User

    Lastly, all of us here at Breeze want to affirm you that keeping your data safe is our top priority. We have a detailed page dedicated to how we keep your data safe. You can read more about it here: https://www.breezechms.com/security. 

    I hope this helps! Have a great day! :)

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