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
Dollar Bank allows you to grant access to your accounts by creating a Designated 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, such as viewing balances or initiating payments
Bank terminology
| Concept | Dollar Bank term |
|---|---|
| Delegated user | Designated User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a new user.Enter the required details as prompted by the interface.
3. Assign account access
3. Assign account access
Select the account or accounts this user should access.
4. Configure permissions
4. Configure permissions
Configure the user’s permissions according to the bank’s granular settings:
| Setting | Recommended |
|---|---|
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
The above example corresponds to read-only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments and approvals correspondingly.
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.