Attaching a Profile to a User

If you've created users and need to attach a profile follow these steps

Ensure "My Profile" is checked

  1. Go to Account Settings (mceclip3.png) > Users & Roles > Roles
  2. Edit the role that your user has
  3. Make sure at least one section in the "My Profile" dropdown is checked
  4. Click "Update Role"

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Attach the user to the profile

  1. Go to Account Settings (mceclip3.png)> Users & Roles > Users
  2. Click "Add User" or edit an existing user
  3. Ensure that their role you're using has "My Profile" checked in the roles section
  4. In the "My Profile" text box, begin typing the user's name.   Attach their profile from the choices that appear
  5. Update/Create User

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Comments

7 comments
  • What are the reasons why you should connect a User to a Profile? When should you NOT connect a User to a Profile?

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  • @itcommunications Great question! If you want the User to be able to log into Breeze and view their own profile (which depending upon permission levels includes their giving history, volunteer schedule, and more), then you'd want that User attached to the person's profile. There really isn't a reason you would NOT want a user connected to a profile other than if they log onto a computer that can be easily accessed by others and forget to Log out (because their personal and giving information would show). I hope that helps! 

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  • Thank you!

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  • What are the differences between users, members, profiles, and accounts? I'm a little confused by all the different terminology. Thank you!

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  • Hey @Ella! I'm glad you reached out with this excellent question, and I would love to help! :)

    A user is any person who can log in to your Breeze account! Some users will be able to perform administrative functions (Admins and Staff Members), while other users will only be able to see, based upon what you allow them to see, their profile information, an online directory, and be able to manage their giving (Members).

    member is still considered a user, but it is intended to be for people who are part of your congregation! Members have access (role permissions determined by you) to Breeze, so they can see their own data and (optionally) their giving history, attendance records, groups they belong to, view their volunteer schedule and manage blockout dates, and the ability to easily donate online through previously-used payment methods (i.e. a specific credit card, debit card, or bank account). Being a "member" does not mean that a person has a church status as "Member." Everyone that has a "profile" in the People Section of Breeze will appear in the "Member" section and can be a "member" user!

    Profiles are what make up your database, and these are directly connected to all the areas of Breeze such as contributions and events. Without profiles, you are not able to connect contributors to their contributions, or keep track of attendance! People with profiles are not required to have a user account, but if someone is a "member" user, we recommend that they have a profile, so they can access their information!

    Accounts are what users are! Any person that has a user account (whether it be an admin/staff user or a member user) can log into Breeze with a username and password! Profiles can be attached to user accounts, but it is not required!

    For more information, check out these resources:

    Users and Roles Video

    Creating a New User

    Giving Members Access Video

    Allowing Members to Have an Account in Breeze

    People Video

    I hope this helps! 

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  • We have a staff member that only needs access to add/update and share information from ONE CALENDAR.  How do I update their roles  and access to a single calendar?  I created a user and when I log in, they do not have a dashboard. \

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  • Hey @office, 

    That sounds like a great idea! You can definitely do that by editing the role. We have a great article that talks about editing the role: Editing a Role

    I hope this helps! If you have any specific questions about the role, reach out to us at support@breezechms.com and we would love to help! 

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