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
CIBC Bank USA allows you to grant access to your accounts by creating a User. This is done through CIBC Business NetBanking, where you can add a new user with their own login credentials and choose which accounts they can access.Bank terminology
| Concept | CIBC Bank USA term |
|---|---|
| Delegated user | User |
| Admin | Administrator / Super User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add User.Enter the required details as prompted by the interface.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. Assign account access
3. Assign account access
Select the account or accounts this user should access.
This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions
4. Configure permissions
Configure the user’s permissions as prompted by the interface.
5. Finalize
5. Finalize
Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.