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
Optum Bank allows you to grant access to your accounts by creating a Site User. This is done through the Employer Portal, where you can add a new user and assign them specific access levels for administering HSAs. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Optum Bank term |
|---|---|
| Delegated user | Site User |
| Admin | Primary Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add a New User.Enter the required details as prompted by the interface.3. Configure permissions
3. Configure permissions
Select the appropriate Site security access level for the new user. Optum Bank uses the following preset roles:
- Primary Administrator
- Approve Contributions
- Submit Contributions
- Read and Write
- Read Only
Important notes
An email will be sent to each user notifying them of their change in access.