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
Beal Bank USA allows you to grant access to your accounts by creating a delegated user. This process allows a system administrator to set up a user that can securely access account data.Bank terminology
| Concept | Beal Bank USA term |
|---|---|
| Delegated user | unknown |
| Admin | unknown |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a user.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Set the user’s permissions according to the options provided by the bank.
Important notes
Use one user per account if separate connections are required.