User Guide

236 Chapter 17: About Administration
Finally, after Breeze is operational and you have set up users and groups in your organization’s
Breeze account, you can use the Account Summary, Reports, and Administration Dashboard
features as account maintenance tools to monitor system usage.
Account management activities
The account management aspects of the administrator’s job involve controlling the following
elements of the company’s Breeze installation:
• Breeze account profile information, which defines the company’s Breeze account; see “About
your organization’s Breeze account” on page 237 and “Editing Breeze account information”
on page 240.
• Branding, which lets you customize the appearance of the Breeze Manager user interface,
including banner, login, and meeting logos and colors; see “Customizing Breeze” on page 241.
• Reports, which let you view Breeze usage information; see “Viewing your account reports”
on page 246.
User management activities
The Breeze administrator’s role is to define the user profile elements, manage login and password
rules, and create, add, remove, and manage Breeze accounts for individual users and groups. This
includes setting permissions for users and groups, either by assigning users to predefined groups
with specific access privileges, or by setting permissions for users for high-level folders in the
Breeze libraries. For information, see the following sections:
• Breeze permissions, as they apply to users, groups, and the Breeze libraries; see “Breeze
permissions architecture” on page 255, “Types of groups and group permissions” on page 258,
and “Library activities and their permissions” on page 264. These sections explain how
permissions work in Breeze. You should read these sections before adding users and groups to
your organization’s Breeze account.
• Defining user profile attributes and login and password rules, which let you define the
attributes and parameters of user logins and passwords; see “Customizing user profile fields”
on page 272 and “Managing login and password parameters” on page 275.
• Adding users and groups to your Breeze account, either manually or through other methods;
see “Breeze account creation workflow” on page 275, “Working with LDAP-acquired users
and groups” on page 276, “Importing user and groups CSV files” on page 276, “Creating
groups manually” on page 280, and “Creating a new user manually” on page 282.
• Assigning permissions in the Breeze libraries for the groups and users that you have added; see
“Setting custom permissions for the Breeze libraries” on page 285.
• Managing existing users and groups; see “Changing and viewing information for existing
users” on page 286 and “Viewing and changing information for existing groups” on page 292.