Adding a new user to your Xace account, whether as a payment preparer or with admin access, requires completing specific steps and providing certain documentation. Below is a comprehensive guide to help you through the process.
General Steps to Add a New User
Complete the Onboarding Form:
Fill out the designated form corresponding to the new user’s role. Ensure all sections of the form are accurately completed.
Submit Required Documentation for Verification:
The new user must provide the following:
A valid passport photo (scanned copies are not accepted).
A selfie to verify identity.
A utility bill or bank statement as proof of address.
Complete Online Verification:
Once the documentation is submitted, the new user will need to complete an online verification process. Ensure all details are correct to avoid delays.
Additional Documentation for Non-Directors
If the new user is not a director, a Power of Attorney (POA) letter is required:
The POA letter must:
Be signed by a company director.
Grant authority for the new user to act on the account.
Include details such as the names and positions of both the director and the new user, passport numbers, and the specific permissions granted (e.g., creator, approver, or supervisor roles).
Special Considerations for Admin Access
For users who require administrator privileges, additional steps may include:
Preparing and submitting the POA letter if the new user is not a director.
Ensuring all verification steps are completed before Xace sets up the user account with admin privileges.
Summary
By following these steps and providing the necessary documentation, you can efficiently add new users to your Xace account. Be sure to review all submission details to avoid delays or rejections. For further assistance, feel free to contact Xace’s support team.