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
Bridgewater Bank allows you to grant access to your accounts by creating a new User in The Bridge. You can entitle them to specific services and accounts.Bank terminology
| Concept | Bridgewater Bank term |
|---|---|
| Delegated user | User |
| Admin | Administrative User |
Setup steps
1. Navigate to Company Details
1. Navigate to Company Details
2. Add User
2. Add User
Select the Actions dropdown menu and select
Click
Add User.Enter the required details:| Field | Notes |
|---|---|
| User ID | Create a unique User ID (Case Sensitive) |
| First Name | User’s first name |
| Last Name | User’s last name |
| Enable Date | Select the date the User will first be able to access the system |
| Encrypted Report | Password used to access encrypted report delivered via email |
| Phone Number | Enter the User’s phone number |
| Country | Country of business |
| Time Zone | Time zone user is in |
| Security Questions | Select and answer two security questions |
| Temporary Password | Enter and re-enter a temporary password for the user |
Save to create the new user.3. Entitle Services
3. Entitle Services
On the Company Details page, select the Actions dropdown on the intended user and select
Services.Check the appropriate services (e.g., Quick View, Transaction Search, Statements) and select Save.4. Assign Account Access
4. Assign Account Access
Back on the Company Details page, if the new service you assigned has a green suitcase icon next to it, select that icon.Choose the account access the user should have for that service and select
Save.5. Entitle Payments (Optional)
5. Entitle Payments (Optional)
If the user needs payment access, select the Actions dropdown on the intended user and select
Payments.Check the box next to the intended payment (e.g., Account Transfer, ACH Payments, Wire Transfer) and complete the specific fields and limits for each payment. Select Save.Important notes
Use one user per account if separate connections are required.