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
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 - Western Power Sports
Parts Receiving
Parts Receiving: Receiving without a PO
Parts Label Printing
Printing Inventory Labels after parts have been received
Websites
Dealership Website