Dex
Products
GETTING STARTED
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.
Export Reports for Enterprises
Invite New Users for Enterprises
REPORTS AND RECONCILIATION
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.
TRANSACTIONS
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.
NOTIFICATIONS
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.
SCHEDULES
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.
DISPUTES
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.
USERS & ROLES
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.
DEVELOPERS INTEGRATION
The “API Credentials in Dex” course provides a clear and concise guide to managing API credentials within Dex, empowering users to securely access CSG Forte’s applications and services. With an emphasis on best practices, this course equips administrators and developers to handle API credentials effectively.
CUSTOMERS
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.
PARTNERS
Dex provides a comprehensive suite of tools to streamline lead management, application tracking, and portfolio oversight. With real-time analytics and customizable features. Dex empowers you to make informed decisions, optimize your operations, and drive business growth.
ENTERPRISES
Export Reports for Enterprises
This guide provides step-by-step instructions for enterprise users to export transaction, funding, and user activity reports across all locations and organizational levels within Dex. Learn how to generate, filter, and download the data you need to support your business operations and reporting requirements.
Invite New Users for Enterprises
This guide explains how enterprise-level users can invite new team members to Dex, assign appropriate roles, and manage user access across multiple organizations and locations. Follow these steps to ensure your team is set up securely and efficiently.
