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.
Note: When a user logs in with all permissions set, they can either scroll to the right hand side to see all available tiles based on the permissions given, or click the left menu icon as shown
Accounting
Open/Close Cashier: Users can open/close the cashier station but cannot setup a new station to be used
How do I open a Cashier Station?
Customer: What the user can see from within the customer tile on the dashboard
Customer:
User can:
1. Edit customer info ( name, address, extended info)
User cannot:
1. Set default tax exemption
2. Create an AR customer
3. Merge customers
4. Set or add discounts
Leads: can access the leads tile
Add Lead
View all leads
AR payment: Users will be able to select the payment from the drop down so long as the customer has been setup as an AR customer type. ( Note: depending on permission requirements, the user may have to enter in a parts PIN as well)
Garage: user can see all units either brought into the service area perviously, units added by the dealership maually, 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
Customer Reports
User has access to all reports within the tile except for:
Testimonial Report
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 beofre 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.
Service Sales: Access to
Creation and conversion of Estimates into Repair Orders
Standard Job Templates: Can create and edit Templates
Salesperson: When the user logs in they will be the default sales person on service invoices. Note: If the user needs to change who the sales person is, the permission must be checked in their user profile.
Service Technician: Can set themselves as the tech and assign others as technicians for Repair Orders
Users may work all areas of a Repair Order. See below for links for recommended areas to review
How to start an Estimate and convert to a Repair Order
Requesting Parts for Repair Orders: Rules and Reasons
Adding parts to a repair order
Refunding on hold and completed parts invoices attached to RO's ( from the Service Tile)
Users Cannot:
Uncomplete an invoice
Recomplete an invoice
Add or edit the technician or service rate
Service Scheduling: Access To:
Service Scheduling Tile
How to Create Service Scheduler Appointments in DX1
Technician Scheduling See above link
Ride Ready:
Polaris Ride Ready Integration
Websites
Dealership Website