To add Breeze users
Go to the upper right-hand corner of the screen. Click your initials and select Company Settings.
On the Company Settings page, open the User Setup tab and click the Edit icon (the pencil).
Right side of screen:
Click Add New and complete a new row.
Breeze uses the user's email address as the username. | |
First Name, Last Name | Enter the user’s first and last name. |
Property | You can limit the user's access to a single property or a property list, or leave the field blank to give the user access to all properties. |
User Role | You can leave this field blank or select the Maintenance role. Maintenance users can only access data related to maintenance functions: maintenance requests and inspections.
Note: If you are adding a new user, the User Role dropdown will not appear until you save the screen and click edit again. If you don't see the dropdown, finish making the rest of your selections, click save, and then click edit. The dropdown should appear. |
Inactive | At any time, you can deactivate a user. |
Allow Posting in Closed Months? | By default, all users can create transactions in the current month and in future months. You can grant a user access to create transactions in past months, if needed. We do not recommend this option. |
Restrict Posting Days?
| You can limit the user's ability to post transactions in the past and future. Select the checkbox and specify how many days they are allowed to post transactions in the past and future (starting from the current date). Note: This feature is designed to work with days and weeks, not years. Do not enter a number of days that is equal to more than one year (i.e. a number greater than 365). |
Page Access | Click this button to set up security for the user. Note: This button appears after you click Save. |
Copy Page Access | You can copy one user's security settings to another user. Note: This button appears after you click Save. |
Click Save.
By default, users can access everything in the program. If you wish to limit the user's access to certain areas, click the Edit icon (the pencil) again, and then click the button in the Page Access column. The Edit Page Access screen appears.
Deselect the checkboxes where you want to limit access. If you restrict access to any program area, you should also restrict access to Company Setup. (If a user can access Company Setup, they can change their access to other pages.)
As soon as you select an item, it is saved. When you are finished, click Close.
In the User Setup tab, click Save. The tab returns to view mode.
In the Password column, click the Send Password button for the user you just added.
The new user will receive an email message with login instructions.
Also, if a current user forgets their password, you can use this button to send them a reset password link.