Managing Your Beneficiaries (i.e. customers or partners)
As you payout to companies and people, they are automatically added to your beneficiary list. You can also search and add them and create new ones that don't have an XTRM account. We generally recommend they register themselves at www.xtrm.com since the data will most likely be more accurate.
In order to add new company beneficiaries (downstream customers or partners) simply search on their company name. If you find them, click on the 'Add' button. If they don't exist then click on the 'Add New Company Beneficiary" button to add them. You will be taken to a screen to complete their company details and add them.
Since you created them they will also be 'Connected' to you and appear in the Connected screen. More Info.
Screen to Add New Beneficiary (Customer or partner)
When filling out the 'Company Beneficiary' details page (see above), use a genuine business email for the company contact which includes their domain ie James@acmeinc.com. Avoid using generic emails like email@example.com since this can cause compliance issues later on.
Once added, the admin you enter will be emailed to let them know they have a new company account. They can set their password and log in. They should then make sure all their company data is correct. We recommend they also add their mobile number for added security.
Note that if you use a branded signup page to XTRM (i.e. at yourcompanyname.XTRM.COM) all beneficiaries you add will show up in the drop list on that personal signup page.