Understanding the Connected Model for Connected Manager Accounts

Modified on Thu, 7 Nov at 9:19 AM

If you are a connected manager company, you will have access to additional manager functionalities designed to help you better support your downstream customers.

To manage these customers, you must be "Connected" to them.

The requirement to be connected ensures security and compliance and allows manager accounts and API integrators to only have the ability to view and manage accounts that they have been authorized for.

There are three ways to become "Connected" to your customer:

You create the organization account: You can do this through your logged-in account on the company contacts page or during the payment process.
Use our API: Create the organization account via our API.
Request XTRM assistance: Ask XTRM to connect your organization account to the customer’s account. This request is subject to a brief review.

To request a connection, email support@xtrm.com with details about the company account you need to connect. Once connected, the manager services menu will be activated for that account. You can identify connected companies by the "Connected" symbol on the company contacts page of your account.