Training for iEXExchanger clients

Practical training for operating an iEXExchanger exchange service

We cover real exchange operations: orders, rates, directions, staff roles, security, verification, affiliate program and team preparation for daily work.

Training access

active PRO license only

The program is designed for active iEXExchanger PRO license owners and their teams.

Format

modules · practice · reviews

You can complete the full course or select separate stages for current project tasks.

Training for iEXExchanger clients

Before training starts

Training is provided for projects that already use iEXExchanger or are preparing to launch with an active license. This keeps the material practical, not theoretical.

Active PRO license

A purchased and active iEXExchanger PRO license is required.

Working project or launch preparation

We review settings and processes around your real exchange launch scenario.

Team with responsible roles

The owner, manager, operators and technical specialist can join the training.

Format

Training formats and pricing

The price depends on the depth of support. The full package suits comprehensive team preparation, while stage-based training helps close specific topics.

All stages

Full package

Complete program for all key exchange service processes.

Price

$8,990

Minimum 3 stages

By stages

Separate modules for current team tasks.

Price

$700 per stage

Soon

Ready-made videos

A video lesson base will be added later as a training supplement.

Price

$3,990

Module 1

Introduction and basic operating principles

1

Practical understanding of how an exchange service works

2

How a customer creates an order and what data they provide

3

What the operator and owner do at each stage

4

Overview of the admin panel and key sections

Result

you understand the interface and basic processes from order creation to completion inside the control panel.

Module 2

Exchange service security

1

Main threats for exchange services: scams, fraud and forged confirmations

2

Safe owner and operator work inside the panel

3

Admin-area protection: passwords, two-factor security and IP restrictions

4

Suspicious-customer checks and common fraud schemes

5

Safe work recommendations for email, messengers and notifications

Result

you can recognize risky situations and build a basic security layer for the exchange.

Module 3

Access rights and role management

1

Creating roles: operator, manager, accountant, analyst and others

2

Configuring permissions for orders, rates, affiliate tools and verification

3

Restricting access to financial settings and sensitive information

4

Action log: who changed what and when

Result

you can build a safe access structure for employees and understand team responsibility zones.

Module 4

Currencies and payment systems

1

Adding and editing currencies: fiat, cryptocurrencies and tokens

2

Creating payment systems: banks, cards, crypto networks and wallets

3

Setting reserves and limits for each currency and payment method

4

Statuses, availability and linking to exchange directions

5

Risks and specifics of different payment systems

Result

you can configure currencies and payment systems for a real business and control reserves.

Module 5

Creating exchange directions

1

What an exchange direction is and how it is formed in the system

2

Creating new directions from currency selection to publication

3

Linking payment systems, limits, fees and markups

4

Enabling and disabling directions

5

Evaluating direction profitability in practice

Result

you can create and edit exchange directions yourself and manage their profitability and availability.

Module 6

Rates and formulas

1

Rate sources and basic update approaches

2

Difference between automatic updates and manual rate setting

3

Working with formulas: markups, margins and precision up to 18 digits

4

Linking rates and formulas to specific directions

5

Protecting rates from sharp jumps and invalid values

Result

you understand how the final customer rate is formed and can configure it for your strategy.

Module 7

Orders and operator workflow

1

Order lifecycle from creation to completion

2

Order statuses and when to use each one

3

Payment checks, confirmation records and comments

4

Sending funds to the customer and closing the order

5

Handling problematic and disputed orders

6

Operator action log and quality control

Result

you can process orders confidently, reduce operator mistakes and avoid status chaos.

Module 8

Affiliate program

1

Enabling and basic configuration of the affiliate system

2

Setting partner percentages and motivation scenarios

3

Tracking visits, registrations and orders through affiliate links

4

Protection against attempts to buy through your own affiliate link

5

BestChange requirements for affiliate programs and monitoring services

Result

you can configure the affiliate program, work with monitoring services and protect against abuse.

Module 9

Customer verification

1

When and why to enable customer verification

2

Checking cards, payment details and customer identity

3

What to watch for in suspicious transfers

4

Risks of working with your own cards and payment details

5

How to build verification without hurting normal order conversion

Result

you understand how to use verification to reduce risk without unnecessary pressure on normal customers.

Module 10

Final setup and exchange launch

1

Checking directions, rates and reserves before launch

2

Testing orders with different amounts and scenarios

3

Configuring notifications for the owner and operators

4

Exchange launch checklist

5

Recommendations for the first steps after production launch

Result

you receive an exchange service checked for operation and a recommendation set for a confident start.

What you receive

For exchange owners, managers, operators and technical specialists who need to work confidently with iEXExchanger and understand the business logic of an exchange service.

  • Understanding of key iEXExchanger sections and how they connect.
  • Skills for safe work with orders, roles, rates and directions.
  • Team readiness for daily exchange service operations.