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
NatWest Group allows you to grant access to your accounts by creating a User. This is done through Bankline, where you can add a new user with their own login credentials and define what they are allowed to see and do by assigning a role.Bank terminology
| Concept | NatWest Group term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Create User.Enter the required details as prompted by the interface.Click Continue.3. Assign a role
3. Assign a role
Click the Role of that user.Click
Bankline uses preset Master Roles (e.g.,
Balance Operator, Key Standard Payments). Select the role that best fits the user’s needs. If a custom role is required, an Administrator must create it first under Manage roles.Continue.4. Order details
4. Order details
Click
Continue on Order details. Tick the box for Smartcard Reader if required.5. Confirm and finalize
5. Confirm and finalize
Click
Confirm. Bankline will email an activation code to the new user.Click Continue, then click Confirm New User.Important notes
Use one user per account if separate connections are required.