Create a Role and User without Financial Access

Oftentimes, we've found that churches will want their pastors and staff to have maximum access in Breeze without access to contribution information. This is absolutely possible in Breeze! You'll want to start by Creating a New Role.

Customize your Role

For this example, we will copy the existing Admin Role that Breeze gives you, and remove all access to contributions.

  1. Navigate to the Account Settings (Image_2020-05-07_at_1.31.50_PM.png) on the top right > Select Users and Roles
  2.  On the left hand side select Roles
  3. Copy the Admin role by selecting the Copy button (looks like two pieces of paper) on the righthand side of the role.
  4. By default, the name will be "Copy of Admin" which you can then edit to be whatever you'd like. Perhaps a name like "Staff-Level" or "Admin minus Financials"
  5. Enter a Description of your new Role. This can be similar to the name of the role.
  6. Uncheck the following permissions:
    • Contributions
      • Note: You have the option of leaving "Reports > View Reports" if you would like to grant access to contribution data without names being attached. This may be useful for tracking giving trends and budgeting on a regular basis.
    • Users & Roles
    • Account Settings > Export
    • Account Settings > Log

mceclip0.png

Assign the New Role to a User

You'll then want to Create a New User or Edit an Existing User and make sure they receive this new role. 

  1. Go to the 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 and assign the new role.
  5. Select Update User.
Was this article helpful?
14 out of 17 found this helpful

Comments

2 comments
  • Hello,

    Is it possible to apply permission to have one user only see one fund in the contributions section?

    For example: We have set up a missionary fund and want the missionary to be able to see what has been given but avoid them seeing other giving funds.

    Ive tried to use tags and or different status to view but if you check "Reports" all giving can be seen. Thanks for the help.

    0
  • @mgspurlo

    Great question!  As it turns out, you are not able to only give one person access to a particular Fund.  There aren't currently any permission settings for Funds in the Roles section.

    0