USERONBOARD02 - Individual Onboarding Methods

Modified on Fri, 19 Sep at 11:11 AM

Individual Onboarding Methods – XTRM

XTRM provides multiple flexible options to onboard individuals, ensuring a seamless experience for both users and organizations.


1. Self-Serve Registration

Users can register directly at www.xtrm.com to set up their accounts independently. This method allows individuals to quickly access XTRM services without requiring administrative intervention.


2. Automatic Account Creation Upon First Payment

If a payment is initiated via the API, user interface, or mass payment file submission and the recipient does not yet have an account, XTRM will automatically create an account for the recipient during the payment process. This ensures a smooth, frictionless onboarding experience.


3. Single Sign-On (SSO)

Organizations can enable SSO to streamline account creation and access for their users. This method simplifies login and reduces barriers for employees or clients accessing XTRM services.


4. XTRM API Account Creation

Accounts can also be created programmatically via the XTRM API, enabling seamless onboarding within integrated systems or workflows. This option is ideal for organizations that require automated account provisioning for large numbers of users.

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