Ownership of Data

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    info

    Hello. How may we change our primary user/primary contact? Our Director of Religious Education originally set up the Breeze account strictly to track attendance. However, our congregation has now decided to use Breeze for all of our ChMS needs, including entering pledges, contributions, etc. 

    We would like the congregational administrator to now be the primary contact in Breeze but have been unable to change it, even from the original primary contact's account. Thank you.

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    Emily W.

    Hi there!

    Happy to help! The primary contact user of the account will have to change this by selecting a User and clicking on the pencil icon to edit the User. They will see a box to select Primary Contact. 

    If the primary user still cannot make the change, please reach out to our support team and let us know! You can email us at support@breezechms.com. :) 

     

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    info

    That took care of it. Thank you! 

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    Armann Palsson

    That box is missing. I am an admin and we need to change the primary contact. Under users, click the pencil edit user and that box is not an option, for any user.

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    Emily W.

    Hey @armann!

    Happy to help! Can you email us at support@breezechms.com with these details and account information and we can take a look at this and troubleshoot with next steps for you. 

    Blessings!

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    Doris

    If an account is fully paid up but the client wants to change software systems can the data be transferred to the new system?  Also, regarding privacy, is explicit permission required from church participants to record their personal information in the database?

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    Stephen Ivey

    @dneaglesham

    Thanks for reaching out to the forum! Concerning data transfer, we only do imports INTO Breeze. We do not export and transfer data out of Breeze and into a new Exterior platform. 

    Concerning the data, you do not need explicit permission. In many cases, patrons have already Issue this information to you in other ways. If they have giving you this information through connect cards, contributions, forms, or any other form of data entry… You are covered to use this information within Breeze!

     

    I hope this helps!

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