Note: For some roles a definition may not be required as the role is self explanatory. For some definitions, a link to an article will be added to provide further details on the role itself. 


Accounting: No permissions 

 

Customer: What the user can see from within the customer tile on the dashboard


Customer: 


User can: 


Garage: user can see all units either brought into the service area previously, units added by the dealership manually, or units purchased from the dealership using DX1 Sales 


History: Purchase history for the customer within DX1


Working Sales: Any open lead still in process. Users can also add a lead from the customer profile as well. 


Close Sales: Any leads that have been closed 


Schedule Actions: Add or view previous appointments 


Send Email 


Send SMS 


Calendar


Within the Customer Profile the user cannot:


Set default tax exemption

Change tax info 

AR

AR Payment 

Discounts 


 Leads: can access the leads tile.  Within the leads tile the user may:


Add Lead

How do I add a lead?


Customer Reports


Customer List 

Customer Birthdays 

Customer Duplicates 

Customer Owned Units 


Help


DX1 Help:  Access to all DX1 help articles 


Contact Support: The ability to send emails or chat with support staff


Announcements: When the user logs in, any new changes that that been added to the system will show before the user is fully logged in 


Settings:


Local Setting: Access to the following areas:




My Account 


Application Reset: When settings are changed resetting DX1 will update changes made. 


Parts And Accessories 


Inventory List: The user may search and make changes to inventory levels

Parts Inventory Detail Overview


Parts Ordering:

Parts ordering overview 

 Stock Parts ordering 

Parts Ordering - Tucker Rocky

Parts Ordering - BRP

Parts Ordering - Western Power Sports 


Parts Receiving 

Receiving parts 

Parts Receiving: Receiving without a PO


Parts Label Printing

Printing Inventory Labels after parts have been received 


Websites

Dealership Website