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
Citizens Business Bank allows you to grant access to your accounts by creating a User in Business Online Banking. This process lets you provide each employee with their own login ID and password, and define what they are allowed to see and do by assigning a user role.Bank terminology
| Concept | Citizens Business Bank term |
|---|---|
| Delegated user | User |
| Admin | Company Admin |
Setup steps
1. Navigate to User Management
1. Navigate to User Management
2. Add User
2. Add User
Click the
Add User button in the top right corner.3. Enter personal details
3. Enter personal details
Enter the user’s first name, last name, and email address.Select the user’s country using the “Phone Country” drop-down and enter their phone number.
4. Create login details
4. Create login details
Create a unique login ID for the new user.Enter a password following the bank’s guidelines and confirm it in the provided space.
5. Assign user role
5. Assign user role
Select the appropriate user role using the drop-down.
6. Finalize
6. Finalize
Click the
Save New User Details button when you are finished.Important notes
Use one user per account if separate connections are required.