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
Transactions
Click Here to view the Transactions course in Dex!
The "Transactions in Dex" course offers a comprehensive exploration of transaction management within Dex, enabling users to efficiently handle payments, exports, and reversals while navigating the interface with ease. The course includes an extensive simulator, providing hands-on practice to reinforce learning.
Key Features:
- Detailed Overview: Includes an introduction to SEC codes, transaction datagrids, filters, dropdowns, and more for a complete understanding of transaction management.
- Interactive Simulator: A fully functional simulator that allows users to practice and explore the software in a controlled environment.
Understanding SEC Codes:
A foundational guide to Standard Entry Class (SEC) codes and their relevance in transaction management.Custom Order Fields (Merchant Defined Transaction Fields):
Learn how to customize transaction fields for better tracking and management.Adding Transactions:
Step-by-step instructions for creating new transactions in Dex.Exporting Transactions:
Explore how to export transaction data, including creating and using custom templates for efficiency.Voiding Transactions:
Learn how to void transactions and ensure records are updated promptly.Reversing Transactions:
A detailed process for reversing transactions when needed.Transaction Receipts:
Generate and print transaction receipts for documentation and customer communication.
For specific videos and guides refer to: Transactions in Dex - Training : Support Services
Credentials for Integration
Click Here to view the API Credentials/Integration course in Dex!
The "API Credentials in Dex" course provides a clear and concise guide to managing API credentials within Dex, empowering users to securely access Forte's applications and services. With an emphasis on best practices, this course equips administrators and developers to handle API credentials effectively.
Key Features:
- Introduction and FAQs: A comprehensive introduction to API credentials, their purpose, and frequently asked questions to address common queries.
Creating API Credentials:
A detailed walkthrough of generating new API credentials, including Access ID and Secure Key creation.Editing API Credentials:
Learn how to update credential names or regenerate a Secure Key if needed.Managing Legacy Credentials:
Gain insight into handling legacy credentials for older integrations and products, including the Real-Time Password and Secure Transaction Key.Deleting API Credentials:
Understand the process for safely removing unused or compromised credentials.Suspending and Activating Credentials:
Learn how to temporarily suspend or reactivate credentials without deleting them.
For specific videos and guides refer to: API Credential in Dex Integration - Training : Support Services
Schedules & Recurring Payments
Click Here to view the Schedules course in Dex!
The "Schedules in Dex" course provides a comprehensive guide to managing schedules and recurring payments within Dex. Designed for both new and experienced users, this course ensures mastery of schedule creation, editing, and management through a combination of detailed resources and an interactive simulator for hands-on learning.
Key Features:
- Introduction and FAQs: A detailed overview of schedules in Dex, including their purpose and practical applications, complemented by answers to frequently asked questions.
- Interactive Simulator: Engage with Dex's scheduling tools in a sandbox environment to practice real-life scenarios.
Creating Schedules/Recurring Payments:
Learn how to set up recurring payment schedules to automate transactions seamlessly.Editing Schedules/Recurring Payments:
Understand how to modify existing schedules to accommodate changing requirements.Deleting Schedules/Stop Recurring Continuous Payments:
Master the process of canceling schedules or stopping continuous payments when necessary.Suspending Schedules:
Temporarily pause schedules without deleting them, ensuring flexibility in payment management.Reactivating Suspended Schedules:
Learn how to resume previously suspended schedules with ease.Exporting Schedule Data: Future Scheduled Reports:
Generate detailed reports on upcoming scheduled payments for better financial planning and record-keeping.
For specific videos and guides refer to: Schedules in Dex - Training : Support Services
Schedules & Recurring Payments
Click Here to view the Schedules course in Dex!
The "Customers in Dex" course equips users with the knowledge and tools to efficiently manage customer profiles and their associated activities. With a user-friendly approach, this course covers all aspects of customer management, from creating new profiles to handling schedules and payment methods.
Key Features:
- Introduction and FAQs: A comprehensive overview of customer management in Dex, addressing common questions and use cases.
Creating New Customers:
Learn how to create and store customer profiles for streamlined transaction management.Adding Transactions from Customer:
Discover how to initiate transactions directly from a customer’s profile for ease and efficiency.Searching and Viewing Customers:
Navigate Dex’s customer search tools to find and review customer details quickly.Editing and Deleting Customers:
Master the process of updating customer information or removing outdated profiles.Suspending a Customer:
Temporarily deactivate customer accounts when needed, ensuring compliance and flexibility.Adding and Deleting a Payment Method for Customers:
Manage payment methods associated with customer profiles, including adding or removing stored cards or bank accounts.Adding and Updating Address for Customers:
Ensure accurate customer records by managing their billing and shipping addresses.Adding a Schedule for Customers:
Set up recurring payment schedules linked to specific customer profiles for seamless automation.
For specific videos and guides refer to: Customers : Support Services