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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.

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Overview

Oriental Bank allows you to grant access to your accounts by creating a new user in Oriental Cash Management. You can assign specific service level and account level entitlements to allow access to the company’s available services.

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Bank terminology

ConceptOriental Bank term
Delegated useruser
AdminAdministration role

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Setup steps

1. Navigate to user administration

Sign in to Oriental Cash Management.From the top navigation, click the Administration tab. Under Company Administration, click the User administration link.On the User Administration page, click the User Administration – Add User link.
Enter the general information about the user on the User Administration – Add User page:
FieldNotes
User IDThe user’s identification.
PasswordThe user’s starter password. Must be 8 - 12 alphanumeric characters and contain at least one letter and one number.
Confirm passwordDuplicate entry of password.
First nameThe user’s first name.
Last nameThe user’s last name.
Primary e-mail addressThe user’s primary e-mail address.
Secondary e-mail addressOptional.
Additional informationOptional descriptive text.
Click Continue to proceed.
On the User Administration – Add User Services page, click the check box associated with each desired service. To entitle a user to all available services, click the Select all link above the table header.Click Save user.
On the User Profile page, click the Add link associated with the service to assign account level access.Click the check box associated with each account to entitle account level access. Use the Select All link to entitle all accounts for the service.Click Save changes.
If your company requires multiple approvals for user administration, submit the user profile for approval. Once submitted, further changes cannot be made until all approvals have been received.

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Important notes

If your company requires multiple approvals for user administration, the user profile is created only after all of the required approvals are received.
If Secure Token Sign On is enabled, the user cannot sign on to Oriental Cash Management until they receive their token device.
Use one user per account if separate connections are required.