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
Customers Bank allows you to grant access to your accounts by creating a User. This is done through Business Online Banking, where you can assign roles to users that define their permissions, and control which accounts they can view, deposit to, or withdraw from.Bank terminology
| Concept | Customers Bank term |
|---|---|
| Delegated user | User |
| Admin | Company Administrator |
Setup steps
1. Create a User Role
1. Create a User Role
Before creating a user, you must create a User Role.From the left-hand navigation menu, select
Administration → User Roles.Click Create Role.Enter a Role Name and Description, then click Continue.Configure the role’s allowed actions, rights, approval limits, features, and account access (View, Deposit, Withdraw). Click Save when finished.2. Add a new user
2. Add a new user
From the left-hand navigation menu, select
Click
Administration → Users.Click Add User.Enter the following required details:| Field | Notes |
|---|---|
| First Name | |
| Last Name | |
| Email Address | |
| Phone Country | |
| Phone | |
| Login ID | Must be unique across all companies |
| Password | Temporary password |
| Confirm Password | |
| User Role | Select the role created in the previous step |
Save.The company administrator must provide the Login ID and temporary password to the new user.
Important notes
Use one user per account if separate connections are required.