Skip to main content
Last Verified: April 10, 2026
Confidence Level: High

​
Overview

DBS Bank allows you to grant access to your accounts by creating a User. This is done through DBS IDEAL, 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, such as viewing balances or initiating payments
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

​
Bank terminology

ConceptDBS Bank term
Delegated userUser
AdminCustomer Self Administrator

​
Setup steps

1. Navigate to user management

Sign in to DBS IDEAL.From the top navigation, go to: Admin → Customer Self Administration → Users → Create a new user
Click Create a new user.Enter the user’s details:
FieldNotes
User IDRequired
Contact details (Email)Required
Contact details (Phone)Required
Company name (Org ID)Required
Contact personRequired
Date of birthRequired
Enquiry accessRequired
Full nameRequired
Identity typeRequired
LanguageRequired
Nationality/citizenshipRequired
Security deviceRequired
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
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.
SettingRecommended
Access levelEnquiry
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet as appropriate
The above example corresponds to read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.
Review the setup and click Submit to complete.

​
Important notes

If no account access is assigned, the user will see no data.
Dual control is required for any actions performed by administrators; at least 2 Customer Self Administrators must be appointed and any action initiated by one must be approved by another. Supporting documents are required for new Transaction Approvers.
Use one user per account if separate connections are required.