Your team and locations | DS360 Knowledge Center. Invite your staff to the DS360 portal, choose their role and app access, and add your other locations. What each rooftop needs.
Invite a team member
Open Staff
In the portal menu, under Admin, click Staff. You see everyone on your team, their role, their status and their mobile app access.
Click + Invite Staff
Enter the person’s email address.
Choose a role
Pick Dealer Staff, Service Manager, Shop Manager, Parts Department or Technician. If you have more than one location, choose their location, or All locations.
Turn on Mobile app access
Turn it on for anyone who will scan VINs and take photos in the DS360 app. A phone number is needed to use it.
Click Send Invitation
The person gets an email with a link. They set up their sign-in and land in the portal. Invitations last 7 days; after that, invite them again.
Roles at a glance
Click Role permissions on the Staff page to see exactly what each role can see and do.
Dealer owner
Everything, plus billing, plans, add-ons, settings, staff and locations. The owner account is created when DS360 approves your dealership.
Dealer Staff
Day-to-day work: upload photos, follow claims and units, and send support requests. Staff can’t manage billing, settings or other staff.
Managers and departments
Service Manager, Shop Manager and Parts Department each see what their job needs. The Role permissions page lists it.
Technician
A focused account for the shop floor and the app: scan, inspect, photograph and submit.
Change or remove someone
To change what someone can do, change their role on the Staff page. The permissions follow the role; you can’t set them one by one.
To turn the app on or off for someone, use the Mobile app access switch in their row. To take someone off your team, click Remove in their row.
Add a location
Each rooftop needs its own plan, or Enterprise. Add a location only when it has its own plan or is part of your Enterprise quote.
Open Locations
In the portal menu, under Admin, click Locations. You see your locations and who works at each.
Click Add Location
Enter the location name, address, phone and email, then save.
Assign your staff
Under Staff Assignment, choose the location each person works at.
Choose the settings
Multi-Location Mode shows a location switcher in the app bar when you have two or more locations. Cross-Location Inventory lets staff view, but not edit, units at your other locations.
Common questions
Is there a limit on staff accounts?
Plans differ by service level, not by number of users. Invite the people who need to capture units or follow claims.
Our second location is opening. Does our plan cover it?
No. A plan covers one rooftop. The new location needs its own plan, or your group can move to Enterprise.
Can staff invite other staff?
No. Only the dealer owner manages staff and locations.
Can our customers get a sign-in too?
Yes. Customers your dealership invites from the Customers page can follow their own unit and claims in your customer portal.