Managing Legacy Credentials

Dex works not only with newer products like Forte Checkout and the REST API, but also Forte's legacy products like the Advanced Gateway Interface and Virtual Terminal. Rather than navigating between products to create and regenerate processing and web service credentials, we've given Merchant and Enterprise Organization Admins the ability to create and manage credentials for legacy products and integrations. These credentials include the Real-Time Password required for merchants using the following products

• Advanced Gateway Interface
• Forte Mobile App

As well as the API Login ID and Secure Transaction Key required for merchants using the following products:

• SOAP web services
• Secure Web Pay
• Forte.js
• Forte Checkout v1

Creating Credentials

To create any of these credentials, complete the following steps:

1. Click Locations on the Dex Main Menu. The Locations Datagrid displays.
2. Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
3. When you find the desired merchant location, click the row on which it's listed. The Location's Details screen displays.
4. Click the Credentials tab.
5. Click the Generate link under the credential you want to create. The credential displays in the applicable field.
6. Click the Copy link to copy the value to your computer's clipboard.

Regenerate Credentials

To regenerate any of these credentials, complete the following steps:

1. Click Locations on the Dex Main Menu. The Locations Datagrid displays.
2. Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
3. When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
4. Click the Credentials tab.
5. Click the Regenerate link under the credential you want to regenerate. A Regenerate Modal displays asking you to confirm that you want to regenerate the credential.
6. Click the Regenerate button on the Regenerate Modal. Dex returns you to the Location's Detail Screen with the newly generated credential displayed under the applicable field.
7. Click the Copy link to copy the value to your computer's clipboard.
8. Remember to update your product integrations with the new value to avoid errors.