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Managing the staff list

Article goal​

Explain how the club owner or an authorized staff member can create, edit and delete staff accounts, and which data is shown in the “Employees list” section.

Who this article is for​

  • Club owners
  • Managers
  • Staff members with access to staff management
  • Senior administrators

What you will learn​

  • Where the “Employees list” section is located
  • Which information the staff list contains
  • How to add a new employee
  • How to edit staff data
  • How to delete an employee from CRM

Prerequisites​

Before you start, make sure that:

  • Your role has access rights to staff management
  • The future staff member is already registered in the IZI.Play app (account created and confirmed via SMS or call)
  • Positions and roles are configured in advance (see 3.14.1 and 3.14.2)

How to find the section​

  1. Log in to IZI CRM
  2. In the left menu select “Employees”
  3. In the submenu click “Employees list”

A table with all club employees will open.

3.13.3 Managing the staff list — employees list

Which information is shown for an employee​

3.13.3 Managing the staff list — employee information

In the main window each row contains:

  • Employee name / full name — display name from their profile
  • Position — assigned position (for example: admin)
  • Phone — phone number used to register the IZI account
  • Login — employee login for CRM (set when creating the account in the app)
  • Created at — when the employee was added to CRM
  • Status — “Active” or “Blocked”
  • Action buttons:
    • Edit — opens the employee card
    • Delete — removes the employee from CRM

Creating a new account​

Before adding an employee:​

  • The phone number must be registered in IZI (account created) via the mobile app
  • Registration must be confirmed via SMS or phone call
  • The user must have at least:
    • First name
    • Last name
    • Login

How to add an employee​

3.13.3 Managing the staff list — adding an employee, step 1

  1. Click “Add employee” in the upper-right corner

  2. In the opened window:

    • enter the employee’s phone number in the search field; after the list appears, select the required account — the main account information will open
    • select the employee’s position
    • set a password for CRM login

  3. Click “Create employee”

3.13.3 Managing the staff list — adding an employee, step 2

Editing staff data​

Editing is available only for some fields.

Editable fields​

  • First name
  • Last name
  • E-mail
  • Position

Fields that cannot be edited​

  • Login
  • Phone number

These can be changed only by IZI technical support. See article 1.8 IZI.IS technical support information.

How to edit an employee​

3.13.3 Managing the staff list — editing an employee, step 1
  1. In the required employee’s row click the pencil icon — an additional window with account information will open
  2. Edit the available fields
  3. Click “Save”
3.13.3 Managing the staff list — editing an employee, step 2

Changes are applied immediately.

Deleting an employee​

3.13.3 Managing the staff list — deleting an employee, step 1

To delete an employee from CRM:

  1. In the employee’s row click the trash bin icon
  2. A confirmation window will open
  3. Click “Next” to confirm deletion
3.13.3 Managing the staff list — deleting an employee, step 2

After deletion:

  • The employee disappears from the staff list
  • Their CRM access is removed
  • They will not be able to log into the system until added again with a new password

Common situations​

SituationWhat to do
The required account is not found in searchMake sure the phone number is registered in the IZI app, confirmed, and at least the login is filled in
Login or phone cannot be editedContact support (article 1.8)
The employee cannot log into CRMCheck the password or employee status
The employee cannot be deletedMake sure you have the required access rights