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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

Bell Bank allows you to grant access to your accounts by creating a User in Business Online Banking. This allows you to manage your business banking at multiple levels by assigning each employee their own specific login ID and password.

Bank terminology

ConceptBell Bank term
Delegated userUser
AdminCompany Admin

Setup steps

1. Navigate to user management

In the Administration tab, click User Management.
Click the Add User button in the top right corner.
Enter the user’s details as prompted by the interface.
FieldNotes
First nameRequired
Last nameRequired
Email addressRequired
Phone CountryRequired
Phone numberRequired
UsernameCreate a unique username for the new user
PasswordRequired
Confirm PasswordRequired
User roleSelect the appropriate user role using the drop-down
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Click the Save New User Details button when you are finished.

Important notes

Use one user per account if separate connections are required.