Editing A User

Overview: Editing a User allows you to change the information linked to a specific user.  You can edit the username, role, name, email, profile connection (must have a role that connects to a profile) or edit their password. 

To Edit a User:

  1. Go to Account Settings(mceclip3.png)
  2. Click "Users & Roles"
  3. Select "Users" from the left side column (this is selected by default)
  4. Click the pencil icon next to the user you'd like to edit

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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

The email address is very important!  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.  In addition, any 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. 

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. 

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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.

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Comments

11 comments
  • How do you edit a user on an iPhone or iPad?

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  • Hi @sevadmaps!

    Great question! If you are on the app on your iPhone or iPad, you will open it up and look for the 3 lined icon in the right corner:

    If you have the permissions for Users and Roles, you will click on this icon and see Users and Roles.

    You will click on that and you will see a pencil icon to edit the user.

    Hope this is helpful!

    Happy Breezing! 

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  • Can I force a user to change their password?

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  • @mkodatt while you cannot force a user to change their password, You could change the password for the User and email it to them using the "Email User Username and Password " option.

     

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  • If I reset a user's password and an email update is sent, will they be able to change their password?

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  • @pastormelissabrussa

    Thanks for reaching out to the Forum. The answer is, Yes...(as long as they have the Permissions to do so). The permission to change your own password is given by default but can be taken away by selecting a different option. 

    Prayerfully, this is helpful for you! 

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  • Can the user edit his own email? It appears to be grayed out in the Profile after selecting, "click to edit section".

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  • Is there a report I can run to tell me which Member role assignments aren't connected to their profile.  I didn't realize that I may need to invite them into the database.  Thanks!

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  • @ccole

    Nate here with Breeze Support, thanks for reaching out to us today!  We don't necessarily have a report, but you can go to More > Users & Roles > Members and see the status of all of your members, as far as whether they have yet to be invited (red dot), they have been invited, but haven't accepted (orange dot), or if they have accepted the invite (green dot).  You can get the full breakdown here https://support.breezechms.com/hc/en-us/articles/360001323733.  

    If you have any other questions, don't hesitate to reach out to us!

    Breezy Blessings

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  • How do you edit a user's last name so it DOES show on their profile?

    Someone entered this couple's name wrong on both their profiles and I need to correct the spelling.

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  • Hi @lornahartman!

    If you're looking to update someone's user, you can go to Users & Roles -> Select "Users" from the left side column (this is selected by default and then click the pencil icon next to the user you'd like to edit. That's where you can edit their user information.

    It also sounds like you might be trying to Edit their Profile as well! These changes can be made by clicking the "Edit Section" on their profile. 

    Also, here's how to go about Attaching a Profile to a User for future reference.

    I hope this helps!

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