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
The Central Trust Bank allows you to grant access to your accounts by creating a User Profile. This is done through BusinessLink, where you can securely set up an additional user to access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | The Central Trust Bank term |
|---|---|
| Delegated user | User Profile / User |
| Admin | Admin |
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 (e.g.,
Add user).Enter the user’s details:| Field | Notes |
|---|---|
| Email address | Required |
| First name | Required |
| Last name | Required |
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. Configure permissions
3. Configure permissions
Set the user’s permissions and access limits as prompted by the interface.
Important notes
Use one user per account if separate connections are required.