This article explains how to edit a user's information in Breeze. You can change their username, role, name, email address, and password. You can also connect their user account to a profile in your database.
To Edit a User:
- Go to Account Settings(
)
- Click "Users & Roles"
- Select "Users" from the left side column (this is selected by default)
- Click the pencil icon next to the user you'd like to edit
Username
Editing the username will edit what their login username is. The username can be their name, email, a description of their role at the church, pretty much anything that they'll be able to remember for login in purposes!
Role
This will change the role that they are currently assigned. The role is where they would get their permission to access (or not access) areas of Breeze. To learn more about roles, see Editing a Role.
First Name/Last Name
Where you would change the name of the user. This will not reflect on their profile, only on areas where it lists a "user".
Email Address
- Important: Each user must have a unique email address. You cannot assign the same email address to multiple users.
- A valid email address is required. If a username/password needs to be reset, they will get an email link to reset the password. Likewise, if an administrator edits their user, a new username and password can be emailed to them.
- Emails that the user sends out will come from that email address (which may be a different email address than what is attached to their profile) and any replies will go to that email address.
- Connected to Tithely? If your Breeze account is connected to Tithely, you'll need to update the user's email address in Tithely. Changes made in Tithely will automatically update in Breeze.
My Profile
Type the name of a profile in Breeze and click on the correct profile to link a user to a profile. This will allow them to do things with their specific profile (pending their permissions) that they may not be able to do with other profiles in your database.
The "My Profile" area may not be included on this window if "My Profile" is not a permission selected in the role that they are currently assigned. To have "My Profile" included they will need a role that has any box of "My Profile" checked off in the role. See Editing a Role to get more information about how to include that as an option in a role.
Change Password
Clicking "Change Password" will allow you to change the user's password. You can select to have the system email the user a copy of their new username/password combination.