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
Monzo allows you to grant access to your accounts by creating a team member. This is done through Monzo Business, where you can add a new user and define their access level using preset roles.Bank terminology
| Concept | Monzo term |
|---|---|
| Delegated user | Team member |
| Admin | Admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click Add a team member and follow the steps to get started.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Choose the level of access the team member has to the account. Select from the available preset roles, such as Collaborator or Expense cardholder.
Important notes
Use one user per account if separate connections are required.