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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.

Overview

Questbank allows you to grant access to your accounts by creating an Authorized User. This is done through Questbank Business, where you can securely set up a user to access account data without sharing your primary login.

Bank terminology

ConceptQuestbank term
Delegated userAuthorized User
AdminAdministrator

Setup steps

1. Navigate to user management

Sign in to Questbank Business.From the top navigation, go to: AdministrationUser Management
Click Add User.Enter the required details as prompted by the interface.
Select the appropriate permissions for the user.
Review the setup and click Submit to complete.

Important notes

If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.