ADDL003 - Company beneficiary management

Managing Your Beneficiaries (e.g., customers or partners)

As you payout to companies and individuals, they are automatically added to your Contacts list. You can also search, add and create new Contacts that do not have an Xtrm account. However, we do recommend they register at www.xtrm.com to ensure the most accurate and up-to-date data.

To add new company Contacts (downstream customers or partners) simply search for their company name. If you find them, click on the Add button. If they do not exist, click the Add New Company Contact button to add them. You will be directed to a screen to complete their company details.

Since you created the account, they will also be Connected to you and appear on 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, i.e., James@acmeinc.com. Avoid using generic emails like james@gmail.com since this can cause compliance issues later.

Once added, the master admin you enter will be notified by email 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.