COMPANY021 - New account flow when receiving first payment (No existing account)

Modified on Thu, 18 Jul at 8:29 AM

Companies are onboarded in several ways.

  • Self-serve registration at www.xtrm.com
  • Automatically on first payment (via API, user interface, or mass pay batch file submission)
  • Single Sign On (SSO)
  • Created via the XTRM API


When a user is paid for the first time via the API, User interface, or mass pay batch file submission and has no account, this is the flow the user will experience.


1. The user is automatically made the master admin of the new company and will receive an email alert with your logo at the top. It uses the logo you have uploaded to your company account.

  


2. After setting the password, the master admin will click to validate their new XTRM account and be redirected to this screen to accept our "Terms and Conditions" and "Privacy Policy." 



3. They will then be asked to set their password, country, and region.



4. Once they click "Continue," they will be re-directed to their account.










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