Vendor: Can add/edit vendors. Note: the accounting portion at the bottom can also be set by the manager provided they have the proper accountant permissions and access. For the link below, the steps to adding the vendor do not include the accounting portion. 

Adding a private vendor and catalog ( without accounting) 

Time Clock: view/add/edit employee time clock entries 

How do I setup the Time Clock?

Open/Close Cashier Station: User may open and close but not add a new station.

How do I open a Cashier Station?

How do I close a Cashier Station?

Accounting Reports: See screenshot below 

Customer: Per the manager role, the user has full access to make changes


Add Lead

How do I add a lead?

View all leads 

Edit all leads

Tax Info: User can make the customer tax exempt or set a tax percentage override 

AR: Under a customers profile the user may use the AR toggle to "Yes" as well as access the AR tab to see if the correct accounts have been set for Quick Books 

AR Payment: With the customer setup correctly, allow for the AR payment method to be used for invoices 

Discounts: May apply discounts under the customer profile 

Adding a Parts discount to an invoice



Merge Customer: Allows the user to merge multiple customer entries into one profile 

Merging customers 

Encrypted Information: User can add/edit things such as drivers license, SSN, etc.....

Working Sales: view current or add new leads from the customers profile 

Closed Sales: View closed leads 

Garage: View all current units owned by the customer 

Scheduled Actions: Add or view any appointments 

How do I schedule Follow Up Actions?

Send Email 

Lead Setting: See link below for further details 

Lead settings overview 

Transfer Open Lead: User can assign a lead to another user 

Transferring Open Leads

Incoming Leads

Customer Reports


DX1 Help 

Contact Support 



Escalators: Add/Deactivate Escalators

Escalators, Rounders, and DX1

Note: The above link is a full overview of not only escalators, but additional information and instructions on pricing rules and rounders

Pricing Rules

New Pricing Rule 


New Rounders 


See links below for details on access to the settings area

Dealership Settings Part 1: General Information and Major Unit Setting

Dealership Settings Part 2: F&I Products, Part Setting, and Manufacturer Vendors

Dealership Settings Part 3: Part Suppliers, Service Setting, and Time Clock

Dealership Settings Part 4: Method Of Payment, Email Template Settings, SMS Templates, DX1 Fiche, and Customer Notifications

Note: Within Settings there are a few things that the user does not have access to: 

DX1 fiche for DMS Setting


Network Access Setting


Installing QB Integration 


Salesperson: when logged in will be the default sales person for the invoice 


Inventory List

Where are my parts? Inventory Management Overview

New/Edit Parts 

How do I add a part number within DX1?

Parts Ordering 

Parts ordering overview 

Parts Receiving 

Receiving parts 

Vendor Return 

Vendor Return 

 Parts Label Printing 

Printing Inventory Labels after parts have been received 

Parts Price File: Allows the user to import private part numbers into DX1 for catalogs that are not supported by DX1.  Click the link below for a more detailed review of public versus private part numbers 

Parts Inventory and DX1

Import PSN Orders: If the dealership has an E-Commerce account those orders can be brought into DX1 to be fulfilled within DX1 invoicing 

Import DX1 E-Commerce Orders Into Invoicing

Brand Management: A list of the brands the dealership carries.  Users can add new brands as well. 

Adding a Parts Brand

Catalog Management: User can add/edit existing catalog data.  See links below for related articles

Check for the latest catalog update

How to upload a price file for a private catalog 

Category Management: 

Parts Reports

Note: Lightspeed Sales History is not available for this role 


Dealership Website