To use all the features of Dex, the Admin of your organization must first invite you to become a credentialed Dex user, which entails assigning you to a role. Roles are sets of individual permissions for a user and are tied to the organization(s) to which the user belongs. A user can have more than one role and hence, more than one set of permissions.

For merchants, Dex's out-of-the-box roles include the following:

• Merchant Admin: The organization's owner who has maximum permissions and can invite new users to the organization.
• Merchant Manager: A role that enables the user to manage the organization's user records, but does not enable him or her to invite new users to the organization.
• Merchant User: A role that enables the user to perform daily activities like performing transactions and creating/maintaining customer data.
• Merchant Developer: A role that gives the user full API key management access and the ability to view the different screens in Dex.
• Merchant View-Only: A roles that only enables users to view the different screens in Dex.
  
  

For partners, Dex's out-of-the-box roles include the following:

• ISO - No Support: This role includes Partner Referrals and Partner Retail partners and is for Partners that are not integrated to Forte and do not need to offer support of Forte products to their own merchants.
• ISV - No Support: This role includes ISV Referrals and ISV Retail Partners and is for ISVs that are integrated to Forte but do not need to offer support of Forte products to their own merchants.
• ISV - Support: This role includes ISV Wholesale and ISV Retail support partners and is for ISVs that are integrated to Forte and need to offer support of Forte products to their own merchants.
• Developer: This role includes ISV developer partners that are integrated to the Forte platform.
• Partner View-Only: This role gives partners view-only access to the different screens in Dex.

While the permissions of these roles constrict your access to resources in the Live environment, you have full Admin permissions to your Dex organization in the Sandbox environment. For more information on roles, see Managing Roles and for information on Sandbox testing, see Testing in Sandbox.

Creating Invitations

NOTE: Only Enrollment or Customer Support can perform the following tasks. To invite users to a Sandbox Dex organization, be sure you're in the Sandbox environment before sending the invitations. Sandbox roles may have fewer permissions than Live roles (e.g., partner users will not have access to the merchant application, rate plan, funding, or disputes modules in Sandbox).

1. To begin setting up users for a Dex organization, access the organization, and then click Manage > Users in the Dex menu. The Users Datagrid displays.
2. Click the Invite Users button. The Invite Users Modal displays.
3. Select the Individual invitation type and then click the Next button. Every user invited via this method will have the same role.
4. Enter the email address of the person you're inviting to join Dex in the Email field. To invite multiple users at once, separate the email addresses by commas with no spaces.
5. Use the dropdown menu to select a Role for this user or group of users. The roles available in the dropdown menu depend on the organization (e.g., partners only have access to partner roles and merchants only have access to merchant roles).
6. Select the invite template you want to use: The Standard Template or the Merchant Approval Template. The Standard Template option sends a generic invite email with a Dex boilerplate message. The Merchant Approval Template contains the Name and ID of the inviting organization and location.
7. If you would like to add a personal message to the invitation email in addition to the generic, default text, enter it in the Message field. NOTE: This field pre-populates with a message indicating that this invitation gives the user access to Dex in both Live and Sandbox.
8. After completing all the required fields, click the Invite button. Dex returns you to the Users Datagrid with the new user(s) listed in the datagrid in the Invited status. Each user has eight days to complete the Dex registration process before the unique registration link in the email expires. You must resend the invitation in the event of an expired link.

Creating Bulk Invitations

NOTE: Only corporate users with Account Manager, Customer Service Manager, or Product roles can perform the following tasks. To invite users to a Sandbox Dex organization, be sure you're in the Sandbox environment before sending the invitations. Sandbox roles may have fewer permissions than Live roles (e.g., partner users will not have access to the merchant application, rate plan, funding, or disputes modules in Sandbox).

1. To begin setting up users in bulk for a Dex organization, access the Forte Corporate Organization, and then click Manage > Users in the Dex menu. The Users Datagrid displays.
2. Click the Invite Users button. The Invite Users Modal displays.
3. Select the Multiple invitation type and then click the Next button.
4. Click the Browse button to open a File Explorer window and select the .csv user invite file or drag and drop the file into the Invite Users Modal. This file can contain up to 500 records and must include the following columns in the specified order from left to right: email, role, and AccountID. Specified roles can be both standard and custom roles created for that organization. Additionally, users from multiple organizations can be included in the same file.
5. Dex performs validations on the file to ensure proper formatting. If it finds validation errors, it will specify the column and row of the bad data. Once Dex indicates that the document is valid, click the Invite button.
6. Dex sends the invitations and displays a success message in the Invite Users Modal. Click the Okay button to return to the Users Datagrid with the new user(s) listed in the datagrid in the Invited status. Each user has eight days to complete the Dex registration process before the unique registration link in the email expires. You must resend the invitation in the event of an expired link.

Resending Invitations to Users

If a user declines an invite, fails to register before the invite link expires, or is deleted, the Admin can resend the user another invite containing a new, unique registration link.

To resend a Dex invitation to a user, complete the following steps:

1. Click Manage > Users in the Dex menu to access the Users Datagrid.
2. Use the Status filter to narrow down the list of users according to Invited, Rejected, or Expired statuses within a specified date range. If you know the specific user to whom you want to resend the invite, use the Search field to find him or her by Name or Username (i.e., email).
3. From the Users Datagrid, click > Resend next to the user whose invitation you wish to resend, or access the User's Details Screen and click Actions > Resend. Dex sends the user another invite email with a unique registration link, changes the status of that user back to Invited, and immediately disables the registration link in his or her original invite email.

Revoking Invitations to Users

If a user invite is sent by mistake or the user no longer needs access to Dex, the Admin can revoke the invite and immediately disable the unique registration link contained in the user's invite email.

To revoke a Dex invitation to a user from the User Datagrid, complete the following steps:

1. Click Manage > Users in the Dex menu to access the Users Datagrid.
2. Use the Status filter to narrow down the list of users according to Invited status within a specified date range. If you know the specific user to whom you want to revoke the invite, use the Search field to find him or her by Name or Username (i.e., email).
3. From the Users Datagrid, click > Revoke next to the user whose invitation you wish to revoke, or access the User's Details Screen and click Actions > Revoke. The Revoke Invitation pop-up message displays.
4. Click OK on the pop-up message. Dex returns you to the previous screen, changes the user's status to Deleted, and immediately disables the unique registration link contained in his or her original invite email.