Manager Account Features

Manager Account Services Overview
Manager services are available to our manager-designated partners. If you would like access to these advanced features listed below, please contact your acc...
Sat, 2 Jul, 2022 at 9:30 AM
MANAGER001 - Link connected bank
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...
Tue, 19 Jul, 2022 at 11:20 AM
MANAGER002 - Delete connected company or individual banks
This feature allows a manager account to delete linked banks for their connected individual or company accounts.  1) Search for the individual or compan...
Tue, 24 Aug, 2021 at 10:27 PM
MANAGER003 - Edit connected users email
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...
Tue, 24 Aug, 2021 at 10:29 PM
MANAGER004 - Edit connected individuals employer
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...
Tue, 24 Aug, 2021 at 10:29 PM
MANAGER005 - Submit connected company mass payment file
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...
Tue, 24 Aug, 2021 at 10:31 PM
MANAGER006 - Edit connected company logo
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...
Tue, 24 Aug, 2021 at 10:33 PM
MANAGER007 - Set connected company alert recipients
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...
Tue, 24 Aug, 2021 at 10:44 PM
MANAGER008 - Configure connected company SSO
Mon, 1 Mar, 2021 at 12:12 PM
MANAGER009 - Customize connected company alert emails
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...
Tue, 24 Aug, 2021 at 10:45 PM