This article explains how to create a new user account in Breeze. Users can log in to your Breeze account and perform administrative functions.
Add a New User:
- Go to Account Settings()
- Click on "Users & Roles"
- Click the "Add User" button.
- Fill in the required information:
- First Name/Last Name
-
Email Address:
- Important: Each user must have a unique email address. You cannot use the same email address for multiple users.
- If your Breeze account is connected to Tithely, the user's email address will be managed in Tithely.
- Username: This is what the user will use to log in. It can be their name, email address, or anything easy to remember. (Note: The "&" symbol cannot be used in a username.) Each user must have a unique username.
- Role: Choose a role that matches the user's responsibilities and the level of access they need. To learn more about roles, see [Editing a Role](link to your Editing a Role article).
- Password: Create a secure password for the user.
- Click "Create User."
Optional: You can choose to send an email to the new user with their login information. This email will be sent from the email address of the user who is currently logged in.
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.