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Last Verified: April 14, 2026
Confidence Level: High

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Overview

Standard Chartered allows you to grant access to your accounts by creating an Creator or Viewer. This is done through Straight2Bank NextGen, 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
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptStandard Chartered term
Delegated userCreator / Viewer / Authoriser
AdminAdministrator

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Setup steps

1. Navigate to user management

Sign in to Straight2Bank NextGen.From the top navigation, go to: Administration → Client Self Administration → User Management
Click Create User.Enter the user’s details:
FieldNotes
Full NameRequired
User IDRequired
Email IDRequired
Date of BirthRequired
CountryRequired
Token Serial NumberOptional
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Select the account or accounts this user should access.
This must be done for each account individually. If skipped, the user will not see any accounts.
SettingRecommended
Access levelViewer
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet 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.
Review the setup and click Submit to complete.

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Important notes

If no account access is assigned, the user will see no data.
Creation of users requires approval from an Authoriser depending on your signing matrix setup (e.g. dual control).
Use one user per account if separate connections are required.