Assigning a Role to a User

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    assistant

    Is there a way to assign multiple roles to a user?  I find it tedious to do individual edits vs being able to select more than one role.  If not, that would be a great feature to have!  We have several people in our congregation who wear multiple hats so to speak, so staying on top of their permissions is a constant struggle.

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    Sheley

    Hey there - at this time each user can only receive one role.  You do have the ability to create unlimited roles so you can make a special role for each individual person, if you'd like.  We know that may not be the ideal way to go if you have many roles that need to be updated so I do apologize for that.  We love to hear feedback so if you'd like to submit a feature request for this you can do so by visiting this page: Submitting Feature Requests

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    jburnett

    Is there a way to assign a role or change a role from within someones profile?

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    Kris

    Hey jburnett,

    You'll need to assign or change the role from their user settings (Under Users and Role) as opposed to their profile. 

    Cheers,

    Kris

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    nita

    This is definitely an area that we would greatly appreciate receiving attention.  We would benefit a great deal by using the volunteer notifications, but can't.  As our system manager, creating roles that are specific just to a certain person is not manageable.  Say we have a person who serves as a small group co-leader (which grants very specific access), serves on a rotating nursery team, is on the Prayer Ministry Team, and the coffee team (we really do have people who serve on this many teams).  Then in August, all the teams change and they have rotated off of some teams and onto a different team.  I have to go in and manually change each person on each team in the whole church.  That is just not doable, therefore, we have not been able to use the volunteer notifications.

    Please don't get me wrong, I love Breeze and deeply appreciate your dedication to your customers.  But this sincerely needs attention and change.  I, for one, would definitely do a happy dance.  :-) 

    Thanks!!

    Nita

    PS -- By the way, if I am missing something and actually can manage it, please let me know.

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    brian

    Our church would also LOVE to be able to assign multiple roles to a single user. It would make keeping track of them so much easier! Breeze is great...and since it does market itself to small/medium size churches, I would think this is a common issue (people wearing multiple hats). Having the ability to add multiple roles to a user would match the need we have in Breeze. Thanks!

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    Emily W.

    Hey @nita and @brian

    I wish I had better news but circling back to what Sheley said a few months ago, at this time each user can only receive one role still. We know that may not be the ideal way to go if you have many roles that need to be updated so I do apologize for that. We’re always on the hunt for the next great idea to serve churches better! Currently we are not accepting feature requests via the Community forum. We love to hear feedback so if you'd like to submit a feature request for this you can do so by visiting this page: Submitting Feature Requests

    Happy Breezing! :) 

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    aarongayden

    It would be wonderful to be able to assign multiple users to the same role. For instance, I am recruit from the whole congregation to do a singalong with the band at at community Christmas event. I have to go through the entire congregation tag and individually assign them the role of "Singer". Unless I'm missing a way to select multiple users... 

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    Emily W.

    Hi aarongayden! 

    While you do have to assign one user and one role at a time, you are able to add multiple people to a tag. Adding them to a tag would allow you to organize groups within your church, such as the band at the community event. Here are some articles that might be helpful:

    Tags Video

    Adding a Tag

    Best Practice for Tags

    Bulk Assigning or Unassigning Tags

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    dianaz

    From the description of the standard user role, I understood that those users would be able to add/edit/delete people, tags, etc... However, after I changed our youth pastor from admin role to standard role, he was unable to add a new person. I switch him back to admin role, and he's good to go. Has this been an issue, or am I doing something wrong?

     

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    Emily W.

    Hi @dianaz!

    You aren't doing anything wrong. Happy to clarify the Standard Role a bit more. The standard permissions do give you the ability to do almost exactly what you described with those key features. You can see from the screenshot below, that it however, does not give you the ability to "Add". If you want the youth pastor to be able to add a new person, you can simply select the standard role and then arrow next to people to drop down more options including "Add" which you can select and the save. He will then be able to add a person. Hope this is helpful!

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    dianaz

    Thank you Emily W! That explanation was very helpful!

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    uumankato

    I am trying to change the role for a staff person who is leaving, but will still be a member.  I get the following error

    name.name is the only user that has Users & Roles access. If you need to remove access from this user, please first assign another user a role that has access to Users & Roles.

    She currently has our Standard access.  I already have at least one other person with that same access and of course I have access as the administrator.  This level of access is not something that I want to give to just anyone.  So, what can I do to make this work?

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    Ashley Lynn

    @uumankato Thank you for informing us of this hiccup! I'm happy to share with you that this has been resolved, and you should be good, once again, to edit/add new Users and/or Roles for your Breeze account. Please accept our apologies for the delays that this has caused in your day-to-day work in Breeze. 

    I have also followed up with you via email!

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    ccuu

    I need some more clarity around roles - what the checking the various options mean.  it's hard for me to know whether i'm giving people access to too much info about other or too little. i was thinking people could see & email people who are in the same tag as them, but i'm not sure that's true.

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    Stephen Ivey

    @ccuu

    Thanks for reaching out to the Forum. Hovering over each Permission will give you a short explanation of what the permission is doing. The primary suggestion here would be to always OPEN any permission that has a Dropdown arrow next to it so that you can fully see which areas you are really assigning permissions for. Concerning your comment, you wouldn't be able to restrict a role to only emailing certain people within a certain part of Breeze without also restricting who they have access to altogether. For example, Breeze is not set up for you to be able to email those within a Tag but Not email those in the rest of the database. If you remove the ability to email, then that setting is across the board. (I hope that makes sense). 

    Please feel free to give us a call for more clarity if you need to! 

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