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Managing User Profiles

User profiles in Breeze are organized into five tabs: General, Addresses, Roles, Management, and Security. You can view and update user information, assign roles, and manage settings without leaving the profile page.

Required Roles

Required roles: Administrator, User Administration

To manage other users' profiles, you need both the Administrator role and the User Administration task role. Users with the User role can view their own profile via My Profile.

Open a user profile

Go to User Administration, find the user in the list, and click their name to open their profile.

Profile tabs

The profile is divided into five tabs. Select a tab to view or edit that section.

TabWhat it contains
GeneralName, email, display name, and account details
AddressesDelivery addresses for the user
RolesAssigned base roles and task roles
ManagementLifecycle management settings
SecuritySign-in history and security settings

Edit user roles

To assign or remove roles for a user:

  1. Open the user's profile and select the Roles tab.
  2. Click the edit action to open the role-editing drawer.
  3. Select or deselect base roles and task roles.
  4. Click Save.

The drawer closes and the Roles tab updates immediately to reflect the new assignments.

warning

You cannot assign roles above your own permission level.

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