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. 


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


User can: 

1. Edit customer info ( name, address, extended info)

User cannot: 

1. Set default tax exemption


 Leads: can access the leads tile 

Add Lead

How do I add a 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) 

Discounts: Add new default discounts for parts and service purchases Note: the default for discounts is retail, cost plus can only be set if the user has 100% discount permissions) 

Note: The user cannot change any existing default discounts that have already been set

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

Sales Assistant

Total Leads (Chart) 


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 


Local Setting: Access to the following areas:

My Account 

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


Salesperson: When the user logs in they will be the default sales person on parts invoices.  Note: If the user needs to change who the sales person is, the permission must be checked in their user profile. 

Inventory List: The user may search for parts, but cannot make changes to inventory levels. 

Parts Inventory Detail Overview

Parts Label Printing

Printing Inventory Labels after parts have been received 

Parts Reports

Parts Inventory Chart

DX1 fiche for DMS


Dealership Website