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

3 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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