Account Configuration
All the information you need to configure and manage your Breathe account
By Ben1 author54 articles
Account management
Manage your account details and settings within Breathe
- Settings Tips & TricksA few helpful hints to help you get the most out of your settings in Breathe
- Features, Modules and PicklistsTurn on and off areas off the Breathe and customise dropdown menus with modules and picklists
- How to change your company detailsHow to change details such as company name, logo and domain within your Breathe account
- Exporting data from BreatheAn easy guide on how to export your data from Breathe
- Importing data from a non-Breathe accountHow to transfer your people's data into Breathe from an external source
- I've been locked out of my account - what do I do?What to do when your Breathe account is locked
- Avatars and GravatarsGravatar (A Globally Recognised Avatar)
- File types that can be uploaded to BreatheA list of accepted file types that you can upload to profiles, company documents etc.
- Add-on Module TrialsWant to find out more about about a module – why not get started with a trial?
Company Area
Manage your company holiday calendar, set goals and send out announcements to employees
- Company GoalsCreate company goals so you can track and hit those targets
- DirectoryAn online address book that allows you to easily get in touch with your colleagues
- Organisation ChartGet a run down of the structure of your company. Who reports to who?
- Payslip importA step-by-step guide for LivePay or IRIS Payrite customers to upload payslips into Breathe.
- Payroll exportHow to export payroll data
- ProjectsKeep track of projects your company is working on and log time and expenses against them.
- WorkflowsCreate automated workflows to make task assignment easy
Notifications
Configure and receive important HR-related notifications and alerts through Breathe
- Not receiving email notifications?If you aren't receiving email notifications from Breathe, this article is here to help.
- Using the bulk email function to communicate changesNeed to update your team with some important changes? The bulk email tool can help.
- Why do my welcome emails not disappear from my dashboard once I send them?A gentle reminder to give your new employees a nudge
- Email notifications and remindersSummary of what is sent out, to whom and when.
Permissions
Understand and configure user permissions and access levels within Breathe's HR software
- Assigning dutiesHow to assign duties to your people within Breathe
- Changing the admin userTransfer your admin access over to another HR user
- Differences between an Admin/HR user and a Line Manager DashboardDifferent manager dashboard views within Breathe
- Finance UserUsing Breathe as a Finance User
- How many Admin users can I have on my account?Unable to assign more than one Admin?
- How to assign a Line Manager or Holiday ApproverChanging approvers & permissions within breathe
- How to assign an HR userAssigning a user HR permissions within Breathe
- HR AdvisorThis permission allows you to add an external HR Consultant to your account
- Line Manager OverviewOverview of the Line Manager permission in Breathe
- Line Manager permissionsA guide on what Line managers can see and do.
- Short read: how to change what people can see and doTailoring what your employees, line managers and HR users can see and do in Breathe.
- User permissionsAn overview of who has which permissions, and on which Breathe plan
- What permissions do Admin users have?A guide on what the Admin user can see and do.
- What permissions do HR/Super users have?A guide on what HR users can see and do.
- What permissions do Finance users have?A guide on what Finance users can see and do.
- The differences between an HR and an HR Advisor permission in Breathedetailing the differences in functionality of the HR and HR Advisor permissions
Plan and billing
Manage your subscription plan, billing details, and payment options within Breathe
- Adding your Charity account detailsHow to add your charity account details for your charity donation
- Cancelling my planHow to cancel your Breathe subscription in a few easy steps
- Changing, cancelling or updating your plan & billing informationHow to update your payment details
- Editing Bank DetailsHow to edit a users bank details within Breathe
- How can I find my invoice?Looking for an old invoice?
- How do I add my charity details to Breathe?Enter your charity details in Breathe to receive your annual charity donation
- Payment & billing FAQsOur accounts team answer your frequently asked questions.
- Purchasing additional HR permissionsA simple guide that explains how to purchase and assign extra HR users within your plan
- Short read: how to update your billing informationA short guide on how to update billing details within your account, and who can access this section.
- Third Party Invoice Receiver
- Where are Bank details are kept?We've moved them over to the pay section.
Security
Learn about the security measures within Breathe
- Security and GDPRAll you need to know about what we do to make your data secure
- Is Breathe affected by Log4j2What is Log4j2 and is Breathe affected?
- Managing two-factor authentication (2FA)How to configure 2FA for employees within your Breathe account
- How do I clear my cookies and cache?All the details on how to clear your cookies and cache
- Password Expiry PolicySet up regular password renewal intervals for your team in a few simple steps.
Support
Access support resources and contact information to get assistance with Breathe-related queries and issues