Members and roles
Invite colleagues to your site, set their role and access, and create roles of your own.
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Inviting a colleague
1. Open the "Site users" («کاربران سایت») page.
2. At the top of the page, click "Invite colleague" («دعوت همکار»).
3. In "Mobile number" («شماره موبایل»), type your colleague's number. It must start with 09 and have 11 digits.
4. From "Role" («نقش»), choose a role. The list shows only "Manager" («مدیر»), "Stock keeper" («انباردار») and "Support" («پشتیبان»), and the roles you made yourself. "Owner" («مالک»), "Accountant" («حسابدار») and "Auditor" («حسابرس») are not in this list.
5. Click "Create invitation link" («ساختن لینک دعوت»). You see the message "Invitation created" («دعوت‌نامه ساخته شد»).
6. The "Invitation link" («لینک دعوت») shows the link. Click "Copy link" («کپی لینک») and send it to your colleague yourself. The link is accepted only with the same number you typed.
7. Click "Done" («انجام شد»). Once you close the window, the link is not shown again.
Pending invitations
1. On the "Site users" page, look at the "Pending invitations" («دعوت‌های در انتظار») section. Each row shows the "Mobile" («موبایل») and the "Role" of the invitation.
2. To take an invitation back, click "Cancel invitation" («لغو دعوت»). You see the message "Invitation cancelled" («دعوت‌نامه لغو شد»).
3. If you lost the invitation link, cancel the invitation and create it again.
Current colleagues
1. In the "Current colleagues" («همکاران فعلی») section, each row shows a colleague's mobile and role. The site owner is marked with the "Owner" badge.
2. To find a colleague, type their number in "Search colleague mobile" («جست‌وجوی موبایل همکار»).
3. Narrow the list with "Colleague role" («نقش همکار»). "All" («همه») shows every colleague.
4. If you see the message "Nothing found with these filters" («با این فیلترها موردی پیدا نشد»), click "Clear filters" («پاک کردن فیلترها»).
5. The "Pending invitations" section has the same two filters: "Search invitation mobile" («جست‌وجوی موبایل دعوت») and "Invitation role" («نقش دعوت»).
Changing a colleague's role
1. In the colleague's row, click "Change role" («تغییر نقش»). This button is not on the owner's row.
2. In the "Change colleague's role" («تغییر نقش همکار») window, choose another role from "New role" («نقش تازه»).
3. Click "Save" («ذخیره»). This button does not work until you choose a different role.
4. You see the message "Colleague's role changed" («نقش همکار تغییر کرد»).
A colleague's permissions
1. In the colleague's row, click "Permissions" («دسترسی‌ها»). The "Colleague's permissions" («دسترسی‌های همکار») window opens with their number.
2. Tick or untick the permissions and click "Save permissions" («ذخیره دسترسی‌ها»). You see the message "Colleague's permissions saved" («دسترسی‌های همکار ذخیره شد»).
Removing a colleague
1. In the colleague's row, click "Delete" («حذف»).
2. The "Remove colleague" («حذف همکار») window says they will no longer have access to this site. Click "Delete" to continue, or "Cancel" («انصراف») to change your mind.
3. You see the message "The colleague was removed from this site" («همکار از این سایت حذف شد»).
Roles
1. On the "Site users" page, click "Roles" («نقش‌ها»). A role is a set of permissions, and you invite a colleague with one role.
2. Each row shows the "Role", the "Colleagues" («همکاران») (how many colleagues have this role) and "Actions" («عملیات»).
3. Awix's own roles have the "Default" («پیش‌فرض») badge. To see their permissions, click "View" («مشاهده») and the "Role permissions" («دسترسی‌های نقش») window opens. "Awix's default roles cannot be changed." («نقش‌های پیش‌فرض آویکس قابل تغییر نیستند.»)
4. To go back to the colleagues, click "Site users".
Creating a new role
1. On the "Roles" page, click "New role" («نقش تازه»). If you do not see this button, you do not have the permission needed to create roles.
2. In "Role name" («نام نقش»), type the name of the role, for example an accountant.
3. Tick the permissions of the role. Tick at least one permission. For a role that only sees the orders report, tick only that report.
4. Click "Create role" («ساخت نقش»). You see the message "Role created" («نقش ساخته شد»).
5. From now on, the new role also appears in the list of roles when you invite a colleague and when you change a colleague's role.
Editing or deleting a role
1. Only the roles you made yourself have "Edit" («ویرایش») and "Delete".
2. To edit, click "Edit", change the name or the ticks, and click "Save role" («ذخیره نقش»). You see the message "Role saved" («نقش ذخیره شد»).
3. If you see a message in the window that some permissions of this role belong to sections that are not in your package, those permissions are kept but inactive, and they come back when you buy that section again.
4. To delete, click "Delete". In the "Delete role" («حذف نقش») window, click "Delete" again. You see the message "Role deleted" («نقش حذف شد»).
If something did not work
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