1. Help
  2. Getting Started
  3. Onboarding & Accounts
  1. Help
  2. Getting Started
  3. Onboarding & Accounts
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Onboarding & Accounts

Getting started users learn about account creation and initial system setup.

Account Settings

Account Settings allows administrators to configure account-wide privacy, capabilities and financial preferences.

Account Trust

Account Trust enables organizations to establish collaborative relationships allowing shared service agreements and role assignments.

Account Trust Fields

Account trust fields control role assignments and workflow permissions between trusted accounts.

Logging In

Xurrent users learn how to access their account using email and password credentials.