User Guide

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CHAPTER 17
About Administration
Breeze account administration comprises two basic functions, each represented by its own set of
links on the Administration tab of Breeze Manager: managing accounts (account management)
and managing users and groups (user management). Both functions are performed by the Breeze
administrator, the only Breeze user who has access to the Administration tab.
The Administration tab contains the following links to the basic administration functionalities:
• Account, which enables you to define, view, and manage all aspects of your organization’s
Breeze account, as well as to view account-specific data using the Reports link; see Chapter 18,
“Managing the Breeze Account,” on page 237.
• Users and Groups, which is your access point to Breeze Manager’s user management
functionality. For information on all the user management activities you can perform, see
Chapter 19, “Working with Users and Groups,” on page 255.
• Customization, which enables you to customize and brand Breeze for your organization. This
link is only operable if your organization has purchased the Customization feature. For details
on Customization, see see Chapter 18, “Managing the Breeze Account,” on page 237
• Service Plan, if your organization signed up for its Breeze account on the web, you can click the
link to get more information.
• Administration Dashboard, which enables you to monitor different elements of your
organization’s Breeze account using a graphical interface; see Chapter 18, “Managing the
Breeze Account,” on page 237.
Administration workflow
You use the account management features to define the parameters for setting up Breeze users
and, if your organization purchased Customization features, to create the look of the Breeze user
interface.
After this, you define the attributes of your organization’s Breeze account user profiles, as well as
the login and password rules that Breeze users must follow. When these are in place, you can add
users and groups to the Breeze account.