Documentation Index
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Overview
National Bank of Canada allows you to grant access to your accounts by creating a user. This is done through online banking for business, where you can:- add a new user with their own login credentials
- assign them to an account group
- assign a job role to define their permissions
Bank terminology
| Concept | National Bank of Canada term |
|---|---|
| Delegated user | user |
| Admin | administrator |
Setup steps
1. Navigate to user creation
1. Navigate to user creation
2. Fill in user details
2. Fill in user details
Fill in the required fields. When a user is created, only an email address is required, but you may also provide a first name, last name, and mobile number.
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Verify and create
3. Verify and create
Click Continue. Verify the information entered, then click Create a user.
4. Provide user code
4. Provide user code
In the Next steps screen, click See the list of users.From the top right of the list of users, click Create another user. The system displays the list of users available to be added. Click Add or Select all.Search for the name of the new user added, and send them the new user code displayed on the screen.
5. Assign access and permissions
5. Assign access and permissions
Assign this user to an account group and a job role to ensure they have access to any relevant entities.
Important notes
Use one user per account if separate connections are required.