Inviting Staff to IZI

Inviting Staff to IZI

Adding staff gives administrators access to open shifts, manage sessions, and work with clients — without giving them owner-level access to billing and settings.

Step 1 — Open Staff Settings

In the CRM top menu: Settings → Staff → Invite

Or via the shortcut on the Dashboard if you have no staff yet.

Step 2 — Enter Email and Select Role

Enter the staff member’s email address and select their role:

Role	What they can do
Administrator	Open/close shifts, client sessions, bar operations, basic client management
Owner	Full access to all settings, billing, analytics, staff management

Most staff should be added as Administrator. Only add people you fully trust as Owner — they can change tariffs, view all revenue, and modify club settings.

Step 3 — Send Invitation

Click Send Invitation. The staff member receives an email with a link valid for 48 hours.

If they don’t receive it:

• Ask them to check spam
• You can resend from Settings → Staff → find the pending invite → Resend

Step 4 — Configure Permissions (Optional)

After the staff member accepts the invitation, you can fine-tune their permissions:

Settings → Staff → select employee → Permissions

Available restrictions for Administrators:

• Manual balance adjustments (on/off)
• Applying discounts (on/off)
• Viewing financial analytics (on/off)
• Deleting client profiles (on/off)

Managing Existing Staff

Settings → Staff shows all active staff members with their roles and last login.

To remove a staff member: click their name → Remove from Club. Their account is not deleted — they simply lose access to your club.

To change role: click their name → Edit Role.

Security Note

Each staff member should use their own IZI account. Sharing login credentials between staff members makes it impossible to track who made which changes in the shift log.

See Also

• Roles: admin vs. owner
• Opening and closing shifts
• Staff shift log