Welcome to our comprehensive training program. The Dex interactive training courses are designed to help you become a payment expert in Dex! The training courses encompass learning modules composed of many training methods including step-by-step tutorials, video guides, FAQs, and simulators.
Getting Started in Dex
Click Here to view the Training Course to help you get started in Dex!
The "Getting Started in Dex" course provides a comprehensive introduction to using the Dex platform effectively. It is designed to familiarize new users with the foundational concepts, tools, and security features needed to navigate Dex confidently. Here's what the course covers:
Overview and Glossary: An in-depth glossary explains key terms like Organizations, Locations, Roles, Tokens, and more. Learn how these elements interact within the Dex environment.
Dashboards in Dex: Explore the main dashboards and their features to manage operations seamlessly.
Registering Your Account: Step-by-step guidance on setting up your account in Dex.
Sandbox Accounts: Understand and configure sandbox accounts to test transactions and integrations securely.
Managing Multiple User Accounts: Learn how to switch between accounts effortlessly when managing multiple user profiles.
Resetting Your Password: A straightforward process for recovering account access when needed.
IP Address Security Features: Enhance account security with Dex's IP address restrictions and permissions.
Managing Cookies in Dex: Understand cookie management to improve security and maintain a smooth user experience.
For specific videos and guides refer to: Getting Started in Dex - Training : Support Services
Users
Click Here to view the Users & Roles training course in Dex!
The "Users & Roles in Dex" course provides a detailed exploration of user management and role assignments within the Dex platform. This course is designed to empower admins with the tools to manage their teams effectively while ensuring proper access control. Key highlights include:
Roles and Responsibilities Guide: A comprehensive guide outlining each role's permissions and responsibilities in Dex, ensuring clarity for every user’s function.
Interactive Simulator: Practice navigating the Dex interface in a free, hands-on environment to gain confidence before working in the live system.
FAQ Section: Common questions answered to provide additional clarity and support.
Inviting Users to Dex: Learn how to send invitations and onboard new users seamlessly.
Managing Users in Dex: Explore user management tools for viewing, editing, and maintaining user profiles.
Resending a User’s Invitation: Instructions for resending invitations to users who missed or lost the original invite.
Revoking a User’s Invitation: Understand how to cancel user invitations to maintain control over access.
Restoring a User’s Access: A step-by-step guide to reactivating user accounts after deactivation.
Adding Roles to Users: Assign or update roles for users to align their access with organizational needs.
For specific videos and guides refer to: Roles & Users in Dex - Training : Support Services
Reconciliation & Reporting
Click Here to view the Reconciliation and Reporting Training in Dex!
The "Reconciliation & Reporting in Dex" course is tailored to help users master transaction tracking and reporting with confidence. This course emphasizes practical learning through an interactive sandbox simulator, allowing participants to explore the Dex interface freely and perform key tasks in a risk-free environment.
- Interactive Sandbox Simulator: Hands-on experience with the Dex interface for exporting transactions, generating reports, and reconciling data.
- Comprehensive Guides: PDF and video resources for all topics to ensure clear and accessible learning.
Exporting Transactions & Creating Custom Export Templates:
Learn how to export transaction data and design reusable templates for streamlined reporting.Virtual Terminal Reports:
Access and interpret Virtual Terminal reports to monitor transaction activity effectively.Reconciling Using the Funding Module:
Use the funding module to match transactions and ensure accurate financial records.Payout Reconciliation Reports:
Generate payout reports to validate and reconcile payment distributions.Daily Transaction Report:
Gain insights from daily transaction summaries for better financial tracking.IVR Report:
Review interactive voice response (IVR) transaction data for reconciliation purposes.Text 2 Pay Report:
Learn how to analyze Text 2 Pay reports for mobile payment transactions.
For specific videos and guides refer to: Reconciliation & Reporting in Dex - Training : Support Services
Disputes
Click Here to view the Course for Disputes in Dex!
The "Disputes in Dex" course provides an in-depth understanding of managing, responding to, and resolving disputes efficiently. Designed with practicality in mind, the course features a robust simulator for hands-on practice and extensive resources on dispute documentation and workflows, empowering users to handle disputes with confidence.
- Interactive Simulator: Explore the Dex interface to navigate dispute management scenarios in a risk-free environment.
- Comprehensive Resources: Detailed PDF guides and video tutorials covering all aspects of dispute resolution.
- Flow Documentation: In-depth insights into the dispute resolution process, from notification to resolution.
Subscribing to Dispute Notifications:
Learn how to set up notifications to stay informed about dispute updates and statuses.Managing Disputes in Dex:
Master the tools for tracking, organizing, and overseeing disputes.Reviewing Disputes in Dex:
Understand how to evaluate dispute details and supporting documentation to prepare for resolution.Responding to Disputes in Dex:
Step-by-step guidance on crafting responses and submitting them effectively.Accepting Disputes in Dex:
Learn the process for accepting disputes and ensuring accurate record-keeping.
For specific videos and guides refer to: Disputes in Dex - Training : Support Services
Notifications
Click Here to view Notifications course in Dex!
The "Notifications in Dex" course equips users with the skills to manage notifications effectively, ensuring they stay informed about critical updates and activities in the platform. With concise explanations, an FAQ section, and practical guides, this course simplifies the process of creating, editing, and subscribing to notifications.
- Comprehensive Documentation: Clear PDF guides and Videos detailing the steps for managing notifications in Dex.
- FAQs: Answers to common questions about notification setup and management.
Create Payment Notifications in Dex:
Learn how to configure notifications for specific payment events to stay updated in real-time.Subscribing to Notifications in Dex:
Understand how to subscribe to relevant notifications and customize settings to suit your preferences.Editing / Deleting Notifications in Dex:
Step-by-step instructions for modifying or removing notifications as your needs evolve.
For specific videos and guides refer to: Notifications in Dex - Training : Support Services