Inviting an Admin to IZI
Only people the club owner explicitly invites can access the IZI CRM. No one can log in just by knowing the URL — access is tied to an invitation. The invite arrives by email; the staff member creates an IZI account (or signs into an existing one) and immediately sees only the club they were added to and only the sections their role permits. This keeps each club’s data isolated even in a multi-location network.
What you’ll need
Section titled “What you’ll need”- An account with Owner access, or an Administrator account that has staff management permission.
- The email address of the person you are inviting.
- A clear idea of which role they need. IZI has one built-in staff role — Administrator — plus any custom roles you create (see Staff roles overview).
Step 1. Open Staff settings
Section titled “Step 1. Open Staff settings”In the CRM sidebar, select the club you want to add staff to. Navigate to Settings → Staff.
The list that opens shows all staff members for that club: Active, Pending (invite sent but not yet accepted), and Revoked.
Step 2. Click Invite staff member
Section titled “Step 2. Click Invite staff member”The button is in the top-right corner of the list. An invite form opens.
Step 3. Enter the email and choose a role
Section titled “Step 3. Enter the email and choose a role”Fill in the Email field — this is where the invite link will be sent.
In the Role field, choose a role to assign:
| Role | Type | What they can do |
|---|---|---|
| Administrator | Built-in | All sections except subscription management and club deletion. |
| Custom role (e.g. Manager, Cashier) | Created by owner | Exactly the permissions you selected when creating the role in Settings → Roles. |
IZI has one built-in staff role: Administrator. If you need a more limited profile — for example, a cashier who only operates the register and hall, or a manager who only sees analytics — go to Settings → Roles, create a custom role with the name and permissions you need, then invite the staff member with that role.
For a walkthrough of creating custom roles, see Staff roles overview.
Step 4. Send the invite
Section titled “Step 4. Send the invite”Click Invite. IZI sends an email to the address you entered.
The staff member clicks the link in the email and either signs into their existing IZI account or creates a new one. After that, the club appears in their account.
Step 5. Confirm the staff member accepted
Section titled “Step 5. Confirm the staff member accepted”In the Staff list, the status will change from Pending to Active. If the status does not change after a few minutes, the staff member has not yet clicked the link. The invite link is valid for 72 hours — after that you need to resend the invite.
Managing pending invites
Section titled “Managing pending invites”While a staff member’s status is Pending, you can:
- Resend — sends a new invite email with a fresh link.
- Cancel — removes the pending invite.
Revoking access
Section titled “Revoking access”To remove a staff member: open their card in Settings → Staff and click Remove from club. CRM access is revoked immediately. Their historical session and shift data is preserved. If the staff member works at other clubs in the network, those access rights are not affected.
What’s next
Section titled “What’s next”- Role: Administrator
- Onboarding a new admin — first-day checklist
- Shift handover — procedure when staff rotate at the front desk
Frequently asked questions
What if the invite email wasn't received?
Check that the email address is correct. Ask the staff member to check spam. You can resend the invite from Settings → Staff — find the pending invite and click the resend button next to their name.
Can I invite someone to multiple clubs?
Yes. Create a separate invite for each club with the appropriate role. The staff member logs in under one account and switches between clubs inside the CRM interface.
What role should I assign to a front-desk cashier?
IZI does not have a built-in Cashier role. Go to Settings → Roles, create a custom role named 'Cashier' (or any name you prefer), pick the permissions it needs — for example cash register, hall, and shift open/close — then invite the staff member with that custom role. If you want the broadest preset access without creating a custom role, use the built-in Administrator role instead.
Can I revoke access without deleting the staff member's account?
Yes. In the Staff list there is a revoke access button — the staff member stops seeing the club, but their account remains. If they work at other clubs in the network, those access rights are unaffected.
A staff member can't see some sections — why?
The set of visible sections is determined by the assigned role. The built-in Administrator role covers all sections except subscription management and club deletion. If you created a custom role, it shows only the sections whose permissions you selected. You can change or edit a role directly in Settings → Staff (staff member card) or Settings → Roles.