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
Toronto-Dominion Bank allows you to grant access to your accounts by creating a User. This is done through TD Business Central, where you can add a new user with their own login credentials, assign them to groups to grant access to accounts, and define their permissions.Bank terminology
| Concept | Toronto-Dominion Bank (TD Canada) term |
|---|---|
| Delegated user | User |
| Admin | System Administrator |
Setup steps
1. Navigate to Administration
1. Navigate to Administration
2. Add user
2. Add user
Click the
Add users button.Select the user type: User.Enter the required details as prompted by the interface.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. Assign to a group
3. Assign to a group
Assign the user to at least one group. Groups determine the user’s entitlements, services, and the specific accounts they can access.
This must be done to grant account access. If a user is not in a group with at least one service, they will not have access to any accounts.
4. Complete setup
4. Complete setup
Review the information and complete the process. The user will receive a registration e-mail from TD Business Central to finish their setup.
Important notes
Use one user per account if separate connections are required.