Accessing a Home Organization

If you need to access a merchant organization and don't want to scroll through a long list, you can simplify the process by searching for the merchant or partner's home organization using the Home Organization Search field located in the upper left corner of any Dex screen.

To search for an organization, complete the following steps:

  1. Click the Down Arrow next to the Home Organization Search field. A search dropdown displays.
  2. In the Search Organizations free-text field, enter the name or ID of the organization. If you don't know the name or ID of the organization, you can also search for the organization using one of the following supported options:
    • Location ID
    • DBA Name (full/partial/contained)
    • Fed ID
    • Bank Account Name
    • Email (full)
    • Phone Number (digits only)
    • Portfolio ID
    • Contact Name
  3. As you begin to type, Dex begins populating and displaying scrollable list of search results that contain the given data.
  4. Scroll through the list of organizations in the search results and click on the organization you want to access. Dex opens the Dex Homepage for that organization.

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