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
Bank of China allows you to grant access to your accounts by creating a Delegated User. This is done through the business banking portal, where you can:- add a new user with their own login credentials
- choose which accounts they can access
- define what they are allowed to see and do, such as viewing balances or initiating payments
Bank terminology
| Concept | Bank of China term |
|---|---|
| Delegated user | Delegated User |
| Admin | Primary User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to create a new user.Enter the required details as prompted by the interface.
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Assign account access
3. Assign account access
Select the account or accounts this user should access.
This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
Assign the appropriate operate and control rights, or authorisation group, to the user as prompted by the interface. Ensure the permissions align with the user’s required level of access, such as read-only enquiry or transaction initiation.
If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.
5. Finalize
5. Finalize
Review the setup and submit the creation request. A Primary User must authorize the creation with their Security Device or Mobile Token.
Important notes
Use one user per account if separate connections are required.