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Dex Training Courses for Partners

Welcome to our comprehensive training program. The Dex interactive training courses are designed to help you streamline lead management, application tracking and portfolio oversight! The training courses encompass learning modules composed of many training methods including step-by-step tutorials, video guides, FAQs, and simulators. 


In addition to interactive training courses, PDF guides and Video guides for each module in Dex can be found below.




Getting Started in Dex

Click Here to view the Interactive Training Course to help you get started in Dex!


Welcome to Dex                                                   

Dashboards in Dex                                                

Registering your account in Dex

Sandbox Accounts 

Managing more than 1 user account in Dex - Switching Accounts 



Keep your Account Secure

Click Here to view the Interactive Training Course to help you Keep your Account Secure in Dex!


Multi-Factor Authentication                                                 

Browser Cookies

Managing IP Addresses

Resetting your Password



Rate Plans & Pricing Sheets

Click Here to view the Interactive Training Course to help you create and manage Rate Plans & Pricing Sheets!


Add a Sales Rep                                              

Create New Rate Plans / Pricing Sheets

Inviting Merchants 

Search & Edit Rate Plans / Pricing Sheets 



Merchant Applications

Click Here to view the Interactive Training Course to help you with Managing and Tracking Merchant Applications!


Inviting Merchants                                      

Adding Documents

Viewing & Exporting Applications 




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