Assigning a Role to a User

To assign a role to a user:

  1. Go to Account Settings (mceclip3.png)> Users & Roles
  2. Click the pencil icon to the right of the user you'd like to modify.
  3. Adjust the role to the desired role and click "Update User."

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Comments

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

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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Thank you Emily W! That explanation was very helpful!

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  • 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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  • @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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  • 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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  • @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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  • Is there a way to assign a role to multiple users rather than one by one?

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  • Hey @johnhau,

    At this time, the only way to assign a role to someone is to edit each user individually. I apologize as this is not as ideal for you. I think this sounds like a great idea and would recommend that you submit a feature request here: Submitting Feature Requests 

    Blessings!

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  • Thanks I submitted a request. Can you let me know if there is a way to let volunteers see who they are volunteering with without giving them access to edit the volunteers or the events?

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  • @johnhau

    Yes! Simply send out the schedules to all of your Volunteers so that they can see who's serving with them! See here: Scheduling Volunteers (Legacy) and  here What does the email look like when you Send Schedules to Volunteers?

    Let us know how we can continue to assist!

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  • Thanks Stephen. We know how to send schedules, but we are trying to avoid a flurry of emails and pdfs sent. it would be easier to have a live document. For example, if we send out the schedule and someone has to change (which happens every week) the schedule is now incorrect and would need to be emailed to everyone again. It would be much easier simply to be able to see everyone who is serving without the ability to change it. 

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  • @Johnhau

    Thanks for the clarity here! I certainly understand your concerns and agree that this Limitation isn't super "Breezy". We sincerely apologize for the inconvenience at this time, but we do believe changes are coming to this area that will be beneficial to what you are asking for. Thank you for your patience with us as we continue to develop Breeze to be exactly what you need! 

     

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  • Hi there! We have had Breeze for a couple of months now, and love it. I have created a "Finance" role for the church treasurer. I have all the parameters set for her, but when I went to send the invite, the "Finance" role was grayed out and not selectable... only the Member, SG Leader, and Staff roles could be selected. Am I doing something wrong?

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  • Hi @wearebethany!

    Great question. Only roles that have access to "My Profile" are able to be invited via email. If you don't want this user to be attached to any profile, you can Add a User by Navigating to More>>Users and Roles>>Users. Then you can pass off the information manually or even have it sent out automatically to their email address. 

     

    Hope this helps!!

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