XTRM is a global multi-tenant payment system. This means we typically have one account for a company worldwide with separate logins with delegated access for regional admin managers. 


The first person to sign up is designated the 'Master Admin' and should register with the company headquarter details i.e register ACME Inc HQ. and associated address (Not ACME Region 1 or ACME Region 2). If you are a company regional office, you should register your company HQ details with your email but you may want to change the master admin at a later date. 


When considering who is to be the master admin for your company account, since XTRM is a financial services account regulated in the same way as a bank, we recommend you choose someone that has financial signatory approval for your company. This is often someone in the exec team or finance group. This person is not solely responsible for managing the account, but can delegate responsibility to regional managers (manager admins and standard admins).


Separation of access to wallets and funds is handled by account roles and security. Regional offices can have specific access to regional wallets and functions. It is identical to separate accounts from a compliance and security perspective but provides for global account management and reporting. It also simplifies onboarding times and ensures more accurate and faster payments whilst ensuring only the right people have access to the right funds and services.


Some key terms:


Term
Description
#
Company AccountThis is your global account worldwide. It has a unique account number SPNXXXXXXXX.1
WalletsWithin an account you can have as many currency wallets as you like.Any
Master AdminThis is the key global contact. There is one master admin per global account. This person should typically be a person with company signatory authority. This person has full access to all services.1
Manager AdminThese are trypically regional administrators. There can be any number of manager admins. These also have full access to all wallets and services and can create and manage standard admins.Any
Standard AdminThese are your regional program and wallet administrators. There can be any number of standard admins. Very granular access can be set to these admin types. See below.Any



✓ = Yes    X = No   O=Optional (Access Level Setting)


4 Admin Levels:
Master Admin
Manager AdminStandard AdminSuspended
Typical RoleSenior FinanceFinance, Department HeadDepartment ManagerN/A
# of Admins1Any numberAny numberAny Number
Login to Company Account
X
Delete Admins
✓ 
XXX
Create Admins✓ XX
Suspend AdminsXX
Set Admin Access LevelsXX
Send Password Reset EmailsXX
Fund WalletsOX
Send FundsOX
Transfer Funds (withdraw)OX
Currency ExchangeOX
Create ProgramsOX
Link BanksOX
Create Edit ClaimsOX
Create Edit BeneficiariesOX
Create Edit Connected OX
Create Edit WalletsOX
View ClaimsOX
View ReportsOX
View BeneficiariesOX
View ConnectedOX
View WalletsOX


There are 4 template levels of access 


Level
Access
FullFull access to all features

Custom

Custom access to features
ViewView only access to wallets and features
LimitedLimited access to basic features



To set custom access levels, a master or manager admin can edit any admin and click on the Set Custom Access button




They are then taken to the screen to set custom access levels: