Editing a Role

To edit an existing role:

  1. Go to Account Settings (mceclip3.png)
  2. Choose "Users & Roles"
  3. Click "Roles" on the left.
  4. Click the pencil icon to the right of the role you'd like to modify.
  5. Change the permissions you'd like adjusted and click "Update Role."

To learn about how to assign your modified role to a user, see assigning roles.

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When editing 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. 

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Note: The more restrictive setting will override other permissions in the event of conflict between two settings. A role permissions change doesn't change the history of a User. It will still display the elevated history of the previous role because the history isn't role/permissions dependent, it is User dependent.

For Tags, if you choose "Access Only:" then they will have to be given permission to access any newly created Tags. If you choose "Restrict From:" they can automatically see newly created tags outside of the restricted Tags/Folders.

 

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Comments

6 comments
  • Is there ANY way to be able to export the roles so we can quickly compare roles and see what all users have access to?  Having to check each role individually makes it very hard to compare and determine what should be changed.  This must be done each time we add a new profile field, because the system automatically adds this field access to all roles. (It would be very nice if this would not happen, also), then the new profile access must be changed for appropriate roles.  It is very time consuming and provides lots of room for error.

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  • Hi Ellen!

    I am sorry to hear that this has been a source of frustration. We want everything in Breeze to be a "breeze" :).

    You are right, there is not an easy way to export roles. You can download a list of Users and the name of their role, by navigating to More<Tasks<Import Users<Download Template File. 

    But in order to get an actual list of the role permissions, you would have to select the role<select pencil icon < and then print that page by selecting command P or ctrl P. 

    Hope this is helpful!

    We here at Breeze are cheering you on! Keep up the great work and let me know if you have any additional questions.

     

     

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  • If the permission "Check In Reports" is enabled, does that trigger a weekly attendance summary email to the user assigned to the role?

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  • Hi Jesse!

    Great question! This permission is simply allowing a User to be able to run a report of who attended or missed an event. You would be giving them access to this section of the Check-in:

    If you are wanting a weekly attendance report, that would need to be set-up by the user as it is User specific. They would need to set that up here: 

    Happy Breezing! :)

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  • Hello Friend!

    Does Breeze automatically notify a user when their role/permissions are updated?If not, is there a way to tell Breeze notify a user when their role/permissions are updated?

    Thanks

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  • Hi there!

    At this time, there is not a way to automatically notify a user. The best practice for now, would be to just update them via email that their role has been updated. 

    While, this may not be the ideal answer you were looking for, I do hope it is helpful information. :) 

    Happy Breezing!

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