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DIRECTORY BREEZE CHURCH MANAGEMENT FULL
DIRECTORY BREEZE CHURCH MANAGEMENT CODE

Copy the link under the option Members can create an account from a link I share.

Go to Account Settings ( ) > Users & Roles > Members.

Check the box "Email user username and password", this will let the user know they now have access to Breeze.Īdditional option to "invite users" in bulk:.

Select the appropriate profile and finish creating the user account.

Once a role with the "My Profile" permission is selected, an additional field will appear asking which profile you'd like to link that user account with.

Fill in the information, selecting a role that has the "My Profile" permission enabled and ensuring an email address is entered (this is required).

Go to Account Settings ( ) > Users & Roles.

the member does not need to do anything to set the account up), do the following: To create a member account as an administrator (i.e. It will count as a match whether they type their legal first name or their nickname, as long as it is on their profile in Breeze. This information must match the information on a profile.

DIRECTORY BREEZE CHURCH MANAGEMENT FULL

When a member creates a user from a link/giving page/login page, it asks them for a Full Name and Email Address. This option will provide you a link that you can share with others.ġIf a user does not yet have a profile within your database (or that profile doesn't have an email address), a church administrator will first need to create/update their profile in People before they can create an account. Members can create an account from a link I share.

DIRECTORY BREEZE CHURCH MANAGEMENT CODE

This function only works if accessing the page through the default Online Giving Page URL, if using the embed code option it does not include this option. When you give members the ability to create an account from the online giving page, it also allows them to SIGN IN to Breeze from the online giving page. This option will add a link to your online giving page which members can click to create their own account. Members can create an account from the online giving page.

This option will add a link to your Breeze log in page that members can click to create their own account. Members can create an account from the login page.

Under the "Create By" field, select one or more of the following checkboxes and click save:.

Click " Settings" on the blue bar near the top.

Go to Account Settings ( ) > Users & Roles > Members.

Breeze is able to better ensure security by only sending to an email address within the database. If that name and email address match someone in the People section of the database, the email address will receive an invitation. If enabled, members can create their own account by providing their name and email address. Without Invitation: To allow members to create accounts without invitations The Church ID is your subdomain, for example, if you log into Breeze using your church ID would be calvary. If you desire for Members to use the Breeze App it might be helpful to include your Church ID in the invite as this will be needed to login to the app. The invitation verbiage that is sent out to your members is fully customizable as well! While in the "Members" section, Locate and click the Settings button (within the Blue bar at the top of your screen) to edit your invitation verbiage.

Repeat step 3 for each person you'd like to provide access to.

That person will be sent an email inviting them to create an account.

(You can use the Filter option in the Blue Bar at the top of the page to filter your list that appears here).

Find the person you'd like to have access to Breeze and click "Invite" to the right of their name.

Ensure that the role in the blue bar at the top of the screen is set to the role you'd like members to have (must have access to "My Profile" in the permissions of the Role).

Go to Account Settings ( )> Users & Roles > Members.

To send a member an email inviting them to create an account (username and password): By Invitation: Invite a member to create an account As a safeguard, Breeze will also restrict users from inviting members into roles with the "Manage Account" or "Contributions" permission checked. Breeze will only allow you to invite members to create accounts with roles having this permission. Before starting, ensure you've created at least one role with the permission for "My Profile" checked.