ONBOARD001 — Onboarding Your Company Overview

Modified on Tue, 28 Jul at 12:11 AM

What is Company Onboarding?

Xtrm operates as a global multi-tenant payment system. This architecture allows your company to operate under one global organization account while maintaining separate regional sub-account profiles for regional subsidiaries, legal entities, or team managers. This setup enforces global compliance and tax reporting while isolating regional operational funds.

Global Account Hierarchy & Roles

Term / Role	Description	Access Level
Company Account	Global entity umbrella with a unique Organization ID (`SPNXXXXXXXX`).	Global Scope
Master Admin	Primary administrator responsible for global settings and entity setup.	1 per Global Account
Controller Users	Administrators managing multiple regions, subsidiaries, or legal entities.	Multi-Regional Scope
Manager Users	Regional leads handling localized payment activities and wallets.	Regional Scope
Standard Users	Operational staff running specific incentive programs or payouts.	Restricted / Program Scope

Company Registration Flow

Follow these core steps to establish your global account:

1.Initial Registration:

Global Headquarters First.

Email Policy: You must use an email address matching your official company domain (e.g., admin@acme.com). Consumer email domains (@gmail.com, @yahoo.com) are automatically rejected.

2. Account & Email Validation:

Identity Verification.

Click the verification link sent to your corporate email address to validate the account. Review and accept the Xtrm Master Services Agreement.

3. Profile & Identity Verification (IDL):

Compliance Submission.

Complete your Identity Level (IDL) details by providing corporate tax documentation and government-issued ID for the account administrator.

4. Advanced Services Approval (Sending Accounts):

Remitter Enablement.

If your company intends to send payments (Remitter), submit an application for Advanced Services. Approval typically takes 2 business days for US payments and up to 10 business days for international payout capabilities.

Registration Steps:

Registration Methods

Companies can register on Xtrm using one of three primary onboarding routes:

Direct Web Registration: Register directly via xtrm.com
Automated First Payment Onboarding: Accounts are created automatically when receiving an initial payout via API or mass payment file.
Single Sign-On (SSO) / Branded Portal: Enterprise clients can onboard via SAML/SSO or a custom branded URL (yourco.xtrm.com).

Security & Regional Isolation

Wallet Isolation: Regional branches and sub-entities can only view and manage local wallets assigned to their operational scope.
Global Oversight: Central controllers and the Master Admin retain full auditing, currency conversion, and reporting visibility across all sub-accounts.
Multi-Currency Support: Companies can spawn unlimited currency wallets under a single account to manage separate department budgets or client balances.