Manager Account Features
Manager services are available to our manager-designated partners. If you would like access to these advanced features listed below, please contact your acc...
Wed, 31 Jan, 2024 at 6:47 AM
This manager feature lets you link a bank to a connected person or company account. 1. Search for the person or company account under the "Connecte...
Fri, 12 Jan, 2024 at 7:40 AM
This feature allows a manager account to delete linked banks for their connected individual or company accounts. 1. Search for the individual or compan...
Fri, 12 Jan, 2024 at 7:41 AM
This allows you to edit a connected personal account user's email address. Note: You will need the user on the phone to validate the one-time pass...
Fri, 12 Jan, 2024 at 7:49 AM
To edit a connected personal employer: 1. Search for the person 2. Click "Edit Employer" to the right of the company name. 3. Search for th...
Mon, 15 Jan, 2024 at 10:48 AM
This manager feature allows you to submit a mass payment on behalf of (OBO) one of your connected companies (customers) 1. Log in to your XTRM company a...
Tue, 16 Jan, 2024 at 9:40 AM
This manager service allows you to edit the logo for your connected customer. The logo is used as a header for all alert emails sent on behalf of that conne...
Tue, 16 Jan, 2024 at 9:51 AM
This manager feature lets you create some customization to the system emails sent from XTRM. You can use these features to change/add content to the emails ...
Tue, 30 Jan, 2024 at 11:02 AM
This manager feature allows you to submit the advanced profile for your connected (customer) companies. 1. Search for your connected company (customer) ...
Tue, 30 Jan, 2024 at 10:56 AM