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Documentation Index

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Overview

Amex Bank of Canada allows you to grant access to your accounts by creating a User. This is done through American Express @ Work, which helps you manage your Corporate Card and Corporate Purchasing Card Programs more efficiently online. You can add a new user with their own login credentials and define their access.

Bank terminology

ConceptAmex Bank of Canada term
Delegated userUser
AdminProgram Administrator

Setup steps

1. Access American Express @ Work

Navigate to the American Express @ Work portal and log in.
Select the Add User option. Enter the required details as prompted by the interface.
Select the location you require access to and enter the last 6 digits of the Control Account Number for the program to which you require access.
If required, provide the contact information for a listed Approver for each location and User for which access has been requested.
Review the details carefully to ensure correct information has been supplied. Once satisfied, click Submit.

Important notes

If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.