Last Verified: April 14, 2026
Confidence Level: High
Confidence Level: High
Overview
Oriental Bank allows you to grant access to your accounts by creating a User. This is done through Oriental Cash Management, where you can:- add a new user with their own login credentials
- choose which accounts they can access
- define what they are allowed to see and do, such as viewing balances or initiating payments
Bank terminology
| Concept | Oriental Bank term |
|---|---|
| Delegated user | User |
| Admin | Administration role |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
User Administration – Add User.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Username | Required |
| Required | |
| Phone | Required |
| Password | Required |
| Confirm password | Required |
| Secondary e-mail address | Optional |
| Additional information | Optional |
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. Assign account access
3. Assign account access
Select the services under
Adding Services, then click Save user.On the User Profile page, click the Add link associated with the service to assign account level access. Select the account or accounts this user should access by clicking the Entitled Account check box.This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Access level | Entitled Account |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
The above example corresponds to
read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.5. Finalize
5. Finalize
Review the setup and click
Save changes to complete.Important notes
Use one user per account if separate connections are required.