Digital Service Reception (DSR) is an essential tool designed to streamline service reception processes, improve customer experience, and enhance operational efficiency. It allows staff members to manage vehicle service appointments, track job statuses, and interact seamlessly with customer bookings. Occasionally, a user might find they cannot access this tool due to their Navigator privileges not being correctly configured.
Why Might You Need This Process?
If a staff member finds that the DSR option is unavailable or inaccessible, this typically indicates that their Navigator user profile lacks the necessary permissions. Adjusting these permissions resolves the issue swiftly.
Common Scenarios
New staff members who have recently joined the service department and require initial setup.
Existing staff members moving into new roles or responsibilities needing additional access.
Technical or admin oversights during initial account setup or privileges adjustments.
How to Resolve the Issue
Follow these straightforward steps to enable Digital Service Reception for a staff member:
Open Navigator:
Navigate to Setup > Staff Record.
Select the appropriate user profile requiring DSR access.
Modify Privileges:
Within the staff record, click on the Privileges tab.
Navigate to the Service category.
Tick the checkbox next to Service Digital Reception.
Save Changes:
After adjusting privileges, click Save to apply changes.
Final Step (Mandatory):
The user must log out of Navigator and then log back in to refresh their profile and access the newly enabled Digital Service Reception option in the Navigator menu bar.
Troubleshooting Common Issues
If the DSR option still does not appear after these steps, ensure you have saved the changes correctly.
Verify that the correct user profile was modified and confirm the privilege tick-box is active.
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