Manager services are available to our manager-designated partners. If you would like access to these advanced features, please reach out to your account manager or email partner@xtrm.com.
Once manager services are turned on for your organization account you will see a new menu labeled "Manager Services" when viewing company contacts. This new menu provides features to support your downstream customers including:
- Onboarding Assistance: Help your customers get started.
- Account Configuration: Assist with setting up their accounts.
- Support Issue Resolution: Address support issues and transaction-related questions.
Please note that manager services will only be activated if you are Connected to the company. For more information on how to Connect please click HERE.
Here is a list of optional manager features that you may need to support your customers:
Reference | Manager Service | Status |
| MANAGER001 | Link Connected Bank | Request feature access |
| MANAGER002 | Delete connected company or individual banks | Request feature access |
| MANAGER003 | Edit connected individuals' email | Request feature access |
| MANAGER004 | Edit connected individuals' employer | Request feature access |
| MANAGER005 | Submit connected company mass payment file | Request feature access |
| MANAGER006 | Edit connected company logo | Request feature access |
| MANAGER007 | Set connected company alert recipients | Discontinued |
| MANAGER008 | Get connected to company API credentials | Request feature access |
| MANAGER009 | Get connected to company widgets | Discontinued |
| MANAGER010 | Configure connected company SSO | Discontinued |
| MANAGER011 | Customize connected company alert emails | Request feature access |
| MANAGER012 | Submit the advanced profile for the connected company | Request feature access |
| MANAGER013 | Get connected to company funding bank details | Request feature access |
| MANAGER014 | Create connected company wallets | Request feature access |
| MANAGER015 | View connected company transfers | Request feature access |
| MANAGER016 | View connected company sends | Request feature access |
| MANAGER017 | Create a connected company fund request | Request feature access |
| MANAGER018 | Connect a personal account to your company | Request feature access |
| MANAGER019 | Add or update mobile number for connected individual | Request feature access |
| MANAGER020 | Edit connected company address | Request feature access |
| MANAGER021 | Edit connected company document | Request feature access |