Primary Contact Explanation

Important Change

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

When a Breeze account is first established, by default, the very first username & password that is created at signup is established as the “Primary Contact”. This is an individual, acting on behalf of the "Organization" (ie. the Church), having full authority to enter into a binding contract on behalf of the Organization, that registers with the Service. 

What does this mean?

We recommend the primary contact being someone you trust. This user will be the primary point of contact between your church and Breeze. Billing Issue alerts, Online Giving Issues, and important updates about your account will be sent to the email address associated with this user. 

Primary Contact FAQs

  • Breeze accounts can have only one primary contact designated
  • Primary Contacts do not have to be an Admin on the account. 
  • The Primary Contact is the only person who can assign someone else as the Primary Contact on the account. * Here is how you can change the Primary Contact on your Breeze Account
  • The Primary Contact is the only person who can cancel the Breeze subscription. 
  • The Primary Contact will receive alerts from time to time that can contain contribution information, (ie, givers name and amount of gift) regardless of if the Role assigned to the user has access to contributions or not. 

Notifications Received by Primary Contact:

Note: If you'd like these notifications to go to multiple people, try setting a forward directive in your email client. This would allow these messages to forward to multiple people once received in the Primary User's inbox.

Billing Issue Notifications:

  • If the monthly Breeze subscription fails to process, the Primary Contact will be emailed to be notified of this. 
  • If the account is suspended due to a lack of payments, the Primary Contact will be emailed to be notified of this. 

Giving Issue Notifications: 

  • If an Online Recurring Gift Fails to process the Primary Contact will be emailed (email includes the name of the contributor, amount of gift, and information regarding payment details)
  • If there is an issue with the transfer to your bank account for Online Giving the Primary Contact will be emailed. 
  • If someone disputes a charge the Primary Contact will be emailed. 

Important Notifications:

  • When we release new features or are making changes to existing features, we will alert the Primary Contact. 

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.
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