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 OZK allows you to grant access to your accounts by creating an additional User. This is done through Business Online Banking, 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 OZK term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add User.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | |
| Last Name | |
| Email Address* | |
| Phone Country | |
| Phone | |
| User ID | |
| Password | |
| Confirm Password |
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. Save user details
3. Save user details
Click
Save New User Details.You will be prompted to enter your secure token or secure access code to save the new user details and information.4. Assign rights and permissions
4. Assign rights and permissions
From the User Management screen, click the
Click
pencil icon next to the newly created user, then select Assign Rights.Navigate through the tabs to configure permissions:| Setting | Recommended |
|---|---|
| Transactions tab | |
| Draft | ✅ |
| Approve | ❌ |
| Cancel | ❌ |
| View | ✅ |
| Limits | Set as appropriate |
| Features tab | |
| Manage Recipients | ✅ |
| Manage Users | ❌ |
Save after configuring each tab.The above example corresponds to
read only functionality with drafting capabilities. If you want to enable Waycore to fully initiate and approve transactions on the portal, you should enable approval rights correspondingly.5. Assign account access
5. Assign account access
Navigate to the
Accounts tab.You can grant access across all accounts by selecting the top checkbox, or manually select the icons to grant specific access.For each account, configure the access rights:View: ✅Deposit: ❌Withdraw: ❌
Save to finalize the user’s account access.Important notes
Use one user per account if separate connections are required.