Attaching a Profile to a User

This article explains how to connect a user account to a profile in your Breeze database. This allows users to access and manage their own information or specific profiles for which they are responsible.

Attach a Profile to a User

Before you begin: Make sure the user's role has the "My Profile" permission enabled.

Unique Email Address: Make sure the user has a unique email address. Each user in Breeze must have their own email address. You may need to update the email address on the profile prior to connecting a profile to a user. 

To enable "My Profile" permission for a role:

1. Go to Account Settings > Users & Roles > Roles.
2. Click the pencil icon to edit the role.
3. Make sure at least one section in the "My Profile" dropdown is checked.
4. Click Update Role.

To connect a user to a profile:

1. Go to Account Settings > Users & Roles > Users.
2. Either Add a New User or click the pencil icon to edit an existing user.
3. Make sure the user is assigned a role that has the "My Profile" permission enabled.
4. In the "My Profile" text box, start typing the name of the profile you want to connect.
5. Select the correct profile from the list that appears.
6. Click Update User (or Create User if you are adding a new user).