When considering who is to be the master admin for your company account, since XTRM is a financial services account, we recommend you choose someone that has financial signatory approval for your company. This is often someone in the exec team or finance group.
✓ = Yes X = No O=Optional (Access Level Setting)
Master Admin | Manager Admin | Standard Admin | Suspended | |
| Typical Role | Senior Finance | Finance, Department Head | Department Manager | N/A |
| Login to Company Account | ✓ | ✓ | ✓ | X |
| Delete Admins | ✓ | X | X | X |
| Create Admins | ✓ | ✓ | X | X |
| Suspend Admins | ✓ | ✓ | X | X |
| Set Admin Access Levels | ✓ | ✓ | X | X |
| Send Password Reset Emails | ✓ | ✓ | X | X |
| Fund Wallets | ✓ | ✓ | O | X |
| Send Funds | ✓ | ✓ | O | X |
| Transfer Funds (withdraw) | ✓ | ✓ | O | X |
| Currency Exchange | ✓ | ✓ | O | X |
| Create Programs | ✓ | ✓ | O | X |
| Link Banks | ✓ | ✓ | O | X |
| Create Edit Claims | ✓ | ✓ | O | X |
| Create Edit Beneficiaries | ✓ | ✓ | O | X |
| Create Edit Connected | ✓ | ✓ | O | X |
| Create Edit Wallets | ✓ | ✓ | O | X |
| View Claims | ✓ | ✓ | O | X |
| View Reports | ✓ | ✓ | O | X |
| View Beneficiaries | ✓ | ✓ | O | X |
| View Connected | ✓ | ✓ | O | X |
| View Wallets | ✓ | ✓ | O | X |
There are 4 template levels of access
| Level | Access |
| Full | Full access to all features |
Custom | Custom access to features |
| View | View only access to wallets and features |
| Limited | Limited access to basic features |
To set custom access levels, a master or manager admin can edit any admin and click on the Update Access button
They are then taken to the screen to set access levels:
