Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Banco Popular de Puerto Rico allows you to grant access to your accounts by creating a user account in Popular Business Access. This provides self-service options to allow company admins to perform administrative tasks, such as creating users and modifying company policies.Bank terminology
| Concept | Banco Popular de Puerto Rico term |
|---|---|
| Delegated user | user account |
| Admin | company admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add user details
2. Add user details
Click the Add User button.Enter the required details for the new user account:
| Field |
|---|
| First Name |
| Last Name |
| Email Address |
| Phone Country |
| Phone |
| Login ID |
| Password |
| Confirm Password |
3. Assign role
3. Assign role
Assign one of the existing roles to the new user account by clicking the User Role drop-down list and selecting an entry.The user’s role controls whether the user can view transactions in the account, make deposits and/or withdrawals, among other available actions.
4. Save user
4. Save user
Click the Save New User Details button. The user account is created successfully.
Important notes
Use one user per account if separate connections are required.