General Help Center

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 users wallets.   Note: You will need the user on the phone to validate the one time password in real-time. 1) Se...

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. Login to your XTRM company...

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 this features to change/add content to the emails ...

This manager feature allows you to submit the advanced profile for your connected (customer) companies. 1) Search for your connected company (customer) ...