Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
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Overview
Cathay Bank 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 by selecting specific service categories
Bank terminology
| Concept | Cathay Bank term |
|---|---|
| Delegated user | user |
| Admin | administrator |
Setup steps
1. Navigate to company administration
1. Navigate to company administration
2. Create user
2. Create user
Click the
Create New User button to create a new user profile.Enter the new user’s information:| Field | Notes |
|---|---|
| User ID | Recommended to use first initial and last name |
| Password | The initial password entered will be changed at the user’s first log in |
| Confirm Password | Must match the initial password |
| First Name | Required |
| Last Name | Required |
| Primary E-mail Address | Required to receive log in credentials |
| Mobile | Required to send the security code verification at initial login |
3. Set up access permission
3. Set up access permission
Set up the user’s access permission by selecting the appropriate account access levels and transaction limits.Select
Do not copy user to create a new profile with customized permissions, and click the Continue button.4. Assign account access and services
4. Assign account access and services
Click on a service category (such as
Information Reporting for view-only access) and select the specific accounts you would like the user to be entitled to.Repeat this for any other required services (e.g., ACH File Upload, Wire Domestic One Time, etc.).Click the Continue button once again.This must be done for each service category individually. If skipped, the user will not see any accounts or be able to perform those actions.
5. Finalize
5. Finalize
Review the services and accounts that were selected.Once you have reviewed and confirmed the user’s information and access permissions, click on the
Create User button to create the new user profile.Important notes
Use one user per account if separate connections are required.