General Help Center

Manager services are available to our manager-designated partners. If you would like access to these advanced features listed below, please contact your acc...

This manager feature allows you to link a bank to a connected personal or company account. 1) Search on the connected person or company 2) Click to vie...

This feature allows a manager account to delete linked banks for their connected individual or company accounts.  1) Search for the individual or compan...

This allows you to edit a connected user's email address.   Note: You will need the user on the phone to validate the one-time password in real-tim...

To edit a connect personal employer: 1) Search on the person 2) Click 'Edit Employer' to the right of the company name.  3) Type to search f...

This manager feature allows you to submit a mass payment on behalf of (OBO) one of your connected companies (customers) 1. log in to your XTRM compan...

This manager service allows you to edit the logo for your connected customer. The logo is used as a header for all alert emails sent on behalf of that conne...

This manager feature allows you to set email alerts for your connected company (customer) admins. 1) Search for the connected company 2) View their com...

TBD

This manager feature lets you create some customization to the system emails sent from XTRM. You can use these features to change/add content to the emails...