The Website Admin is tasked with the keeping the dealership website up to date with the latest information, including events, specials, and promotions. Ensures that the website properly reflects the marketing message of the dealership. Also responsible for managing the dealership presence on Social Media websites like Facebook and Twitter and cultivating consumer relationships. May also be responsible for the creation of newsletters.

                            

Role Permissions


                                         ü                                           
OEM Promotions   Permission to view and add/edit OEM Promotion in DX1. ü                                          ü                                           
Manage Fiche   Permission to manage Fiche. Manage Fiche tile is visible. ü                                          ü                                           
Site Statistics   Site Statistics tile is visible ü                                          ü                                           
Banner Builder   Banner Builder is accessible. Permission to create banner to display in website. ü                                          ü                                           
Website Charts   Website charts are accessible ü                                          ü                                           

 

Accounting
Tile/Function
Left Hand Navigation/Option Description Default Permission (End to End) Default Permission (Marketing) Default Permission (Operations)
Vendor   Vendor tile is accessible      
Time Clock   Time clock tile is accessible      
Cashier Management   Cashier management tile is accessible      
Flooring   Flooring tile is accessible      
Commission Type   Commission type tile is accessible      
Open/Close Cashier   Open/Close Cashier tile is accssible      
  Open Cashier Station Permission to Open cashier station      
Accounting Reports   Permission to access accounting reports      
  Revenue Summary Displays taxable and non taxable revenue by department & category for a date range      
  Revenue Detail Displays taxable and non taxable revenue by invoice line item for a date range      
  Sales Tax Liability by Category Displays slaes tax collected by category for a date range      
  Sales Tax Liability by Tax Rate Displays sales tax collected by tax rate for a date range. Does not include completed parts invoices on open service or major unit invoices.      
  Sales Tax Liability by County Displays sales tax collected by county for a date range      
  Accounting Journal Entries Displays posted and unposted journal entries for a date range      
  Accounting AR & AP Entries displays posted and unposted AR & AP entries for a date range      
  Cashier Reconciliation by MOP Displays end of the day cashier reconciliation report with drill down      
  Cashier Reconciliation Detail Displays cashier reconciliation report detail view      
  Cashier Reconciliation by Invoice Displays cashier reconciliation grouped by invoice      
  Cashier Reconciliation by Department Displays cashier reconciliation grouped by department with drill down      
  Time Clock Displays time clock report based on date range and employee      
  Time Clock Detail Displays time clock report with clock in and out level detail for a date range and employee      
  Customers Displays list of all customers, also includes which ones are AR and or tax exempt customers      
  Customers Discounts Displays list of customers that have a discount set up, also includes which ones are AR and or tax exempt customer      
  Customers Deposits Displays list of pending special order or sale in progress invoices with money taken      
  Customer Sales History Displays customer sales history for parts, service and major units for a specific customer for a date range      
  Customer Total Spend YTD Displays total spend by customer YTD for selected MOPs      
  Vendors Displays list of all vendors      
  Accounts Display list of all QBs accounts      
  Parts Invoices with Tax & Reseller Information Displays parts invoices with tax and reseller information      
EZPay   EZPay tile is accessible      
QuickBooks Accounting Sync/Posting          

 

Custom Report Model
Tile/Function
Left Hand Navigation/Option Description Default Permission (End to End) Default Permission (Marketing) Default Permission (Operations)
Major Unit Sales Model          
Major Unit Inventory Model          
Parts Inventory Model          
Parts Sales Model          
Service Sales Model          
Service Technician Model          
Accounting Entries Model          
Customer List Model          
Lead List Model          
Listing Inventory Model     ü                                          ü                                          ü                                         

 

Settings/Administrative Menu
Tile/Function
Left Hand Navigation/Option Description Default Permission (End to End) Default Permission (Marketing) Default Permission (Operations)
Local Settings   Permission to manage/add printer ü                                            ü                                         
Dealership Settings   Permission to view/edit Dealership settings      
  Major Unit Settings Permission to view/edit Major Unit Settings      
  F&I Products Permission to add/edit F&I Products      
  Parts Settings Permission to view/edit parts settings      
  Manufacturer Vendors Permission to view Manufacturer Vendors      
  Parts Suppliers Permission to view Parts Suppliers      
  Service Setting Permission to view/edit Service Settings      
  Accounting Setting Permission to view/edit Accounting Settings    
 
  General Permission to view/edit General accounting settings      
  Major Unit  Permission to view/edit Accouning Settings in regards to Parts      
  Part Permission to view/edit Accouning Settings in regards to Parts      
  Service Permission to view/edit accounting settings in regards to Service      
  Accounting Mapping Permission to access/edit accounting Mapping      
  Time Clock Permissions to access Time Clock      
  Method Of Payment Permission to view/set payment options accepted in the Dealership      
  Auto Print Settings Permission to view /edit auto print settings      
  Credit Card Setup Permission to access and setup Credit card      
  Co-Op Funding Permission to access Co-Op Funding      
  Email Template Permission to view/edit Email Template Settings ü                                          ü                                          ü                                         
  Email Domain Manage Email Accounts ü                                          ü                                          ü                                         
My Account   Displays Users own account information ü                                          ü                                          ü                                         
Users   Displays all users information and permissions      
KickFire   Site Statistics      
Taxes and Fees   Display Taxes and Fees applied      
Marketing   Permission to search existing marketing destinations and add new destinations      
Network Access Setting   Permission to enable/disable Network Access Settings      
Install DX1 Microfiche Interface   Permission to install DX1 Microfiche Interface      
Install DX1 QuickBooks Integration   Permission to install DX1 QuickBooks Integration ü                                            ü