Owner role (OWNER) in IZI CRM

Owner role (OWNER) in IZI CRM

Owner is the root role of an organization in IZI, carrying the “Full Access” flag (see permissions for how that flag works). It is designed for the person who holds legal and financial responsibility for the business — the club owner or a trusted co-founder. The Owner role is assigned automatically when the organization is created. Every other staff member operates within roles that the Owner configures and grants through Organization → Access — either the built-in Administrator role or custom roles the Owner creates with a specific permission set.

In practical terms: the Owner is the only person who can expand the network (add new clubs), manage the IZI subscription, and grant the same role to another employee. Everything else — day-to-day operations — is delegated to Administrators and to staff in custom roles (such as a cashier or shift manager role you define yourself).

What only the Owner can do

Beyond everything available to an Administrator, the Owner gets three exclusive blocks of permissions:

Block	What it covers
Organization management	View and edit organization details (name, legal info), add a new club, delete a club
IZI subscription	View the current plan, change plans, make payments, billing history, manage payment methods
Owner assignment	Grant the Owner role to another staff member; revoke the Owner role from another staff member

Managing users and roles, and creating clubs, are two permissions at the organization level — only available when the “Full Access” flag is on. This is intentional: only someone the Owner explicitly trusts should be able to expand the network or restructure access.

Owner vs. Administrator

An Administrator works inside a single club: opens shifts, sells tariffs, manages sessions, runs the bar. The Owner manages the organization as a whole. For a full side-by-side comparison, see roles in IZI: owner and administrator.

Key differences:

• An Administrator cannot see analytics for other clubs in the network.
• An Administrator cannot create or delete a club.
• An Administrator cannot manage the subscription or billing.
• An Administrator cannot grant anyone the Owner role.

Who should receive the Owner role

The Owner role is not “the most convenient role for a senior employee.” It is an administrative role with financial access. Some practical guidelines:

Co-founders — if two people own the club together, each should receive the Owner role. Each gets independent full access, including subscription management.

Trusted network director — if an operations director needs to open new clubs and manage organization structure. For someone managing just one club, a custom role with the appropriate club-level permissions is sufficient — there is no need for Owner access.

Not needed for regular Administrators, however experienced — the Administrator role with extended permissions covers everything they need.

How to assign the Owner role

The role is assigned in Organization → Access → Staff. Only an active Owner can grant this role to another person. The invitation flow is the same as described in how to invite an administrator — the only difference is selecting Owner as the role.

Important constraint: if you are the only Owner in the organization, the system will not let you remove the role from yourself — to prevent the organization from being left without full access. Appoint a second Owner first, then adjust your own role if needed.

Related

• Administrator role in IZI — the built-in staff role with club-level access
• Custom roles in IZI — how to create roles like cashier or shift manager
• Permissions in IZI CRM — how the granular permissions system works
• Roles in IZI: owner and administrator — comparative overview