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
Live Oak Banking Company allows you to grant access to your accounts by creating an authorized user. This feature enables you to securely share access with an accountant, bookkeeper, or other team members without sharing your primary login credentials.Bank terminology
| Concept | Live Oak Banking Company term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add a new user
2. Add a new user
Within the access management section, select the option to add a new user or grant access.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Define the user’s role or permissions. For an accountant or bookkeeper, this should typically be set to “View-Only” or a similar designation.
Important notes
Use one user per account if separate connections are required.