COMPANY014 - How to add entities and users to global company accounts

Modified on Wed, 9 Apr at 12:08 PM

If you need to provide login access to local or regional employees for assistance or management of specific company functions, please follow these instructions. XTRM offers four distinct roles with customizable access levels, which include Entity Management, Payment, Edit, and View options. More Info.

Master Admin	Only one master admin globally. Typically, a person with signatory authority on the XTRM financial account is often a person in finance or treasury.
Controller	Manages one or multiple regions or entities- unlimited number of users
Manager	Local or regional users - unlimited number of users
Standard	This is the default user and most common access level - an unlimited number of users.
Suspended	Users' access is suspended

If the Master Admin is Unavailable: Please contact us at support@xtrm.com.
If the Master Admin is Available: They can make changes directly using self-service options (see "Change Master Admin Role - Self-Serve" for more information).

How to Create an Entity and Add a New User:

1. Go to Organization and select Add New Entity. Enter the entity’s details (Region, Country, or Legal Name) and click Save.

2. Enter the entity’s details (Region, Country, or Legal Name) and click Save.

3. Click Invite New User for users with Full Access. For Custom or Limited View access, click Continue. fill out the required fields, specifying the User Role and System Access Level.

System Access Level for Custom, View Limited, click Continue and you'll be directed to the User Access Options page Organization, entities, users, roles, and access levels.

4. A validation email will be sent to the new user with instructions to access their account.