Please Note:
- Users is located under your user icon, under Organization page.
- Basic permission access:
- User Permissions page on Settings tab.
- Advanced permission access:
- Add/edit user location selections on User tab.
- Can configure 2FA users permissions.
- Can destroy a user.
- Can edit other users permissions.
- Create a user.
- Edit user.
- Send to user reset password instructions.
- Send to user welcome email.
- Your user view is limited to:
- Your user permission access; this will also limited what access you can see of others.
- Other users who have the same location access as you; you can have more location access, but if you have less access you will not see the other person on your list.
- Learn about user creation with How-to: Create or Edit a User in iKizmet.
Content:
Page Description
Permissions Description
Page Description
Add New User: Opportunity to add new users to your iKizmet reporting.
Filter By: Opportunity to search by the following options.
- User Type: Search by all users or corporate users.
- Role: Search by role type.
- Location Access: Search by users by location.
- User name or email: Search by the users name (first or last) or email.
User Options: Opportunity to modify user.
- Three Dots: Options to Reset Password, Send Reset Password Instruction, and Send Welcome Email.
- Pencil Icon: Options to edit user's information and site permissions.
- Trashcan: Option to delete user.
Permissions Description
Chart Permissions:Opportunity to select which chart (report/module) permissions the user has access to. Note: The permission name typically mirrors the chart (report/module) name. Access to the chart (report/module) also grants access to the raw data.
- Main Dash: Also referred to as My Dashboard; this permission will only grant you access to the page.
- My Dashboard Modules: Click the module title to learn more.
- Attendance Dashboard Module
- First Time Visits Dashboard Module
- Goals Dashboard Module
- Leads Management Dashboard Module
- Marketing Dashboard Module
- Membership Dashboard Module
- Membership Draft Dashboard Module
- Membership Sales Dashboard Module
- Membership Units Dashboard Module
- Revenue Breakdown Dashboard Module
- Revenue Dashboard Module
-
Goals Page
- Modify Goals: User can change goal.
- Review Goals Page: User can access the Goals page.
- Sales Revenue Page: Click the module title to learn more.
- Subscription Sales Page
- On Demand Revenue Chart
- Subscription Sales Chart
-
Utilization Page
- Utilization Network Averages: Can view the network average scorecards.
- Utilization Page
- Check-ins Page
- Client Profile Page
-
Multi Location Page
- Multi Location Page
- Multi Location Universal Page
- Multi Location Overview
- Membership Page: Click the module title to learn more.
- Attrition and Cancel Reasons Chart
- Member Retention Heatmap Table
- Members At Risk Chart
- Membership Revenue and Items Processed Chart
- Number of Members with Zero Visits Chart
- Recurring Revenue as a Percjentage of all Revenue Chart
- Recurring Revenue Chart
-
Attendance Page
- Active Clients Chart
- Average Class Size by Instructor Chart
- Average Number of Clients Per Class Chart
- Average Number of Visits Chart
- Booking Chart
- Capacity Per Class Chart
- Class Attendance by Day Chart
- Class Attendance by Time Chart
- Total Visits Chart
- Instructor Performance Page
-
Retention Page
- Customer Retention Heatmap Table
- First Visit Conversion Table
- Funnel Retention Chart
- Intro Breakdown Chart
- Introductory Offers Converted to Recurring Revenue Chart
- Intro Retention Chart
- New Client to Membership Chart
- No Visit After First Visit Chart
- Number of Intros Retained Chart
-
Marketing Page
- Intro Revenue Chart
- Intros Sold Chart
- Profile Creation to First Visit Retention Chart
- Referrals
- Total Revenue by Referral
- Custom Charts Page: Option to view and edit custom charts.
- Custom Charts Page
- Graph Create
- Graph Destroy
- Graph Edit
- Graph Move Down
- Graph Move Up
- Graph New
- Graph Update
- Preview of Charts Modal
- Login Report Page
- Login Report Page
- Package Page
- Challenger Conversion Chart
- Packages Sales Chart
- Lifetime Value and Length Page
- Daily Pulse Page
-
Staff Activity Page
- Contact Log Chart
- Staff Sales and Conversions Chart
-
Brand Leaderboard Page
- Brand Leaderboard Chart
- Brand Leaderboard View Dropdown
- Sessions Page
- Remaining Sessions Chart
Choose Location Permissions: Opportunity to select location access for user.
Admin Permissions: Opportunity to grant admin access such as user creation, sales package mapping, and referral mapping.
- Referral Mapping
- Export ClubReady Referral Categories
- Import ClubReady Referral Categories
- Recalculate Values for ClubReady Referral Categories
- Show ClubReady Referral Category
- Unassign All Keywords from ClubReady Referral Category
- Unassign ClubReady Referral Category
- Revenue Categories Organization
- Assign Category
- Unassign Category
- Settings Page Options
- Enable Challengers for Revenue Categories
- Export ClubReady Revenue Categories
- Import ClubReady Revenue Categories
- Pricing Options Mapping Page on Settings Tab
- Regions Settings Page
- Toggle Any Tag for Pricing Option
- User Permission Page on Settings Tab
- User Subscription to Weekly Report Check Box
- User Page
- Add/Edit User Location Selections on User Tab
- Can Configure 2FA Users Permissions
- Can Destroy a User
- Can Edit Other Users Permissions
- Create a User
- Edit User
- Send to User Reset Password Instructions
- Send to User Welcome Email
Notifications/Emails/Goals: Opportunity to opt user in to receive emails.
- Daily Email
- Send Separate Daily Email for Each Store: If you are a multi-location user, this option will allow you to receive individual emails for each of your locations.
- Location Comparison Daily Email
- Corporate Report Email
- Send Inactive Users Email