Changing the Primary Contact on your Breeze Account

Important Change

Primary Contacts will soon transition to Account Owners in Breeze.
For more information, please see Primary Contact Changing to Account Owner.

Occasionally, it may be necessary to update the Primary Contact for your Breeze account, perhaps due to personnel changes or organizational restructuring. This process is straightforward within Breeze, ensuring a seamless transition.

Important: Only the current Primary Contact can initiate this change within Breeze.

Steps to Change the Primary Contact

  1. Log In: The existing Primary Contact must sign into the Breeze account.
  2. Navigate to Users & Roles: Access this section by going to Account Settings [mceclip3.png] > Users & Roles.
  3. Initiate the Change: Find and click the pencil icon next to the user you wish to designate as the new Primary Contact.
  4. Designate the New Primary Contact: Check the box labeled "Primary Contact," confirm with "Okay," and complete the process by clicking "Update."

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    By following these steps, you can ensure that the role of Primary Contact is always held by the most appropriate individual, maintaining the smooth operation of your Breeze account.

What If the Primary Contact Is No Longer with My Organization?

In cases where the current Primary Contact has left the organization or cannot log in to make necessary changes, follow these steps to ensure your account remains up-to-date:

  1. Prepare a Request on Official Letterhead: Draft a request detailing the need to change the Primary Contact. This request must be written on your organization's official letterhead to verify its authenticity.
  2. Obtain the Chief Executive’s Signature: The request must be signed by the Chief Executive or an equivalent authority within your organization to demonstrate its approval and legitimacy.
  3. Contact Breeze Support: Submit your signed request to Breeze support. Ensure you include any relevant details that could assist in processing your request quickly.

Lost Access to the Current Primary Contact Account?

If you've lost access to the current Primary Contact's password but still have access to the associated email address, you can regain access by:

  1. Visiting your church’s Breeze login page.
  2. Clicking “Forgot Password” directly under the “Sign In” button.
  3. Following the instructions to reset your password.
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