CRM Settings: Club and Organization Configuration
CRM: Settings
Section titled “CRM: Settings”The Settings section of IZI CRM is the centralized configuration area for the club and organization. Staff roles and permissions are managed here, payment integrations are connected, and club operating parameters are configured.
Access to settings is role-restricted: most parameters are only available to the Owner (the user who created the organization). IZI provides one built-in staff role — Administrator — with base club-level rights. For any other access profile (such as a manager or cashier), the Owner creates a custom role, names it, and selects exactly the permissions needed.
What’s in this section
Section titled “What’s in this section”- Settings Overview — map of settings sections, what is where
- Roles Overview — which roles exist and how they differ in permissions
- Access Permissions — detailed permission matrix for each role
- CloudPayments: Mobile Payments — configuring the CloudPayments integration for in-app payments