Role in IZI — Staff Access Permissions
Role in IZI — Staff Access Permissions
Section titled “Role in IZI — Staff Access Permissions”Role — a named set of permissions defining what a staff member can do in the club CRM. Created once at the organization level and assigned to specific staff members.
What It Means in Simple Terms
Section titled “What It Means in Simple Terms”Different people in a club have different responsibilities. A shift admin needs to see the cashier and hall, but doesn’t need to change tariffs or view financial analytics. A manager reviews reports across all clubs but doesn’t open sessions manually.
Roles give each person exactly as much access as their work requires — no less (or they can’t function) and no more (risk of accidental changes to settings).
Permission Categories
Section titled “Permission Categories”| Category | What it covers |
|---|---|
| Club Administration | Hall, orders, bar, clients and groups — daily operations |
| Analytics | Reports, KPIs, cohort analysis |
| Financial Operations | Cashier, shifts, payments, refunds |
| Club Settings | Tariffs, zones, devices, working hours |
| User Management | Adding staff, assigning roles |
| Club Creation | Organization-level only |
Built-in and Custom Roles
Section titled “Built-in and Custom Roles”IZI has one built-in staff role — Administrator — plus any number of custom roles you create yourself.
- Owner — the person who created the organization. Has full control over all clubs and settings. This is org ownership, not an assignable staff role.
- Administrator — the only preset staff role. Covers standard operational access: hall, cashier, clients, shifts. Assigned at the club level.
- Custom roles — you create these yourself: pick a name (e.g. “Manager”, “Cashier”, “Equipment Manager”), then select exactly the permissions that profile needs. Custom roles are editable and deletable at any time.
If the built-in Administrator role is too broad or too narrow for a particular position, create a custom role with the exact permission set that fits.
How to Create and Assign a Role
Section titled “How to Create and Assign a Role”Creating a role: Organization → Roles → Add Role → set name → select permissions → Save.
Assigning to staff: Organization → Access → Add User → enter email → select club and role → staff receives invitation.
One staff member can have different roles for different clubs within the same organization.
Related Terms
Section titled “Related Terms”- Organization in IZI — level where roles are created
- CRM — interface access controlled through roles