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
State Street Bank and Trust Company allows you to grant access to your accounts by creating an authorized user. This process is managed within the Cash Management portal, where administrators can configure access levels and permissions for their team members.Bank terminology
| Concept | State Street Bank and Trust Company term |
|---|---|
| Delegated user | Authorized User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a user. Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Select the appropriate access level and permissions for the new user as prompted by the interface.
4. Finalize
4. Finalize
Review the setup and click the confirmation button to complete the process.
Important notes
Use one user per account if separate connections are required.