Support Services

Dex- Locations


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10 STEPS

1 Click Locations on the Dex navigation menu

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2 Here you can see all the locations under your organization. You can search for the location Location Name or ID. Also, you can filter locations by Status, States, Postal Codes and Services.
You can click on the a location to view additional details.

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3 Once you are inside the Location Details you can see the account details.

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4 The General Information shows the, Location & Transmitter ID, Created on Date, Phone number, etc.

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5 This section shows what Product and Services you are set up with as well as the Bank Accounts, Controller/Owners and Credentials tied to the account.

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6 You can click on the arrow next to the Card Services. This is will open a box and show the credit card settings.

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7 You can click on the arrow next to the eCheck Services. This is will open a box and show the eCheck settings.

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8 Bank Accounts shows the bank account(s) tied to the location. 

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9 Controller/Owners shows the name and ownership percentage of all the owners for this location. 

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10 The Credentials is where you can find the credentials tied to our legacy products like Secure Web Pay. Here you can regenerate the credentials if needed. 

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1643708/Dex--Locations

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