Users

Users

 

Users

About User Management & Roles

This document outlines the primary User Roles that BreezN offers. In this article, you will learn the difference between the following User Roles:

  • Standard User
  • Receptionist
  • Security Officer
  • Local Admin
  • Global Admin

Applies to

The following User Roles have the ability to manage User Roles:

  • Global Admin
  • Local Admin
Need help understanding your User Role?

Review the My Profile article to learn how to view what your User Role is.

About User Roles

User Role
Available Functions
Standard User
  • Add a New Visitor
  • Cancel Scheduled Visit
  • Manage My Profile
Receptionist
  • All functions of Standard User
  • Check-In Visitor
  • Check-Out Visitor
  • Run Reports
  • View the Watchlist (Read Only)
Security Officer
  • All functions of Receptionist
  • Add Watchlist Visitor
  • Approve/Deny Watchlist Visitor
Local Admin
  • All functions of Security Officer
  • Manage Location Summary for location
  • Manage Visitor Types for location
  • Manage Kiosks for location
  • Manage Options/Emails for location
  • Manage Users for location
Global Admin
  • All functions of Local Admin
  • Manage Kiosk Themes
  • Manage Documents
  • Manage Integrations

About Adding New Users

This article explains how to add new users to the BreezN application.

Applies to

The following User Roles have the ability to add new users:

  • Global Admin
  • Local Admin
Need help understanding your User Role?

Review the Users article to learn how to view what your User Role is. You may also reference the About User Management & Roles article to learn more about User Roles.

How to Add New Users

 Hover over the Settings  icon, and click on Users 

 Click on Add User to add a new user

 An Add User Lightbox form will appear

 Supply the First Name and Last Name  of the new user

 The Email Address of the user is also required

 Provide the user with a Location and Role  in which they will be using BreezN

Not sure what Location or Role to select?

Review the About User Management & Roles article to learn more about User Roles. To learn about how Locations and Roles are related, please refer to Locations & Roles.

 Enable the option to Send invitation email if you would like the new user to receive an automated invitation email to BreezN. To learn more about what this email looks like, review the About Invitation Emails chapter

 Click Save to create the new user

About Invitation Emails

When creating a new user, you may elect to send an automatic invitation to BreezN. When doing so, the new user will receive the following email

 Click Accept to join BreezN and create a password

Adding a Group of Users

 Hover over the Settings  icon, and click on Users 

 Click on Upload Users icon to add a group of users from a csv file

 If this is your first time importing a group of users, it is recommended to Download an Example CSV to understand the support field names and format that BreezN will accept

 Choose to send users an Invitation Email once they are successfully uploaded

 Click the Upload & Process button to browse for the file to be uploaded

 BreezN will open your Windows Explorer. Search for the file you wish to upload

About Locations & Roles

This article ties the relationship between User Roles and Locations. By relating User Roles and Locations, Administrators can assign different permission sets for users across different locations. For example, a user can be assigned the Standard User permission at “Dallas, TX”, and the Security Officer permission at “Phoenix, AZ”.

This article reviews the steps required to manage User Roles as it relates to Locations.

Applies to

The following User Roles have the ability to assign User Roles and locations:

  • Global Admin
  • Local Admin
Need help understanding your User Role?

Review the Users article to learn how to view what your User Role is. You may also reference the About User Management & Roles article to learn more about User Roles.

Assigning Locations & Roles

 Hover over the Settings  icon, and click on Users  .

 Click on the User to you would like to modify

 To add a role for the user at a new location, click the option to Add Location and Role.

 You may also modify the existing role of the user at various locations by clicking the Edit icon that appears to the right of the location you wish to modify

 Select the Location you wish to add or modify

 Select the Role you wish to add or modify

 Click Save to add or modify the role of the user

About Removing Users

This article explains the steps required to deactivate and delete users from BreezN. Deactivating a user will suspend their access to the BreezN system, but, does not delete them completely. A deactivated user can always be re-enabled, and regain access to the system if a Local Admin or Global Admin decides to recover access.

A deleted user, however, cannot be recovered. If a user is deleted, any future scheduled visits will be cancelled. In the event that a user is deleted, and would need to be recovered, the user may be created again, however, any scheduled visitor information will be lost.

Applies to

The following User Roles have the ability to remove users:

  • Global Admin
  • Local Admin
Need help understanding your User Role?

Review the Users article to learn how to view what your User Role is. You may also reference the About User Management & Roles article to learn more about User Roles.

Deactivating & Deleting Users

 Hover over the Settings  icon, and click on Users  .

 Click on the User to you would like to deactivate

 Select the option to Deactive the user

 Only after a user has been deactivated, can you permanently delete the user by clicking the Delete button

ONCE A USER HAS BEEN DELETED, HE OR SHE CANNOT BE RECOVERED. BE CERTAIN THAT YOU WISH TO COMPLETELY DELETE THE USER BEFORE DOING SO.

 You can re-enable a deactivated user by clicking the Activate button

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