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:
- Go to More
- Click "Users and Roles"
- Select "Users" from the left side column
- Click the pencil icon next to the user you'd like to edit
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!
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".
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.
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 set 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.
Clicking this will allow you to change that user's password. From there you can email them a copy of their new username/password combination.