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
United Bank allows you to grant access to your accounts by creating a Company User. This is done through Business Edge, 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
Bank terminology
| Concept | United Bank term |
|---|---|
| Delegated user | Company User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Click
Create New User.Enter the user details:| Field | Notes |
|---|---|
| User ID | Required |
| Password | Required |
| Confirm Password | Required |
| First Name | Required |
| Last Name | Required |
| Primary E-mail Address | Required |
| Secondary E-mail Address | Optional |
| Additional Information | Optional |
| Label | Required |
| Country/Region | Required |
| Area/City Code & Number | Required |
| Extension | Optional |
Continue.3. Configure roles
3. Configure roles
Select one or more User Roles:
- Allow this user to setup templates
- Allow this user to approve transactions
- Grant this user administration privileges
Continue.4. Assign account access
4. Assign account access
Under Enable Services & Accounts, click the add icon (
+) beside each service to entitle and if applicable, select the accounts to entitle and/or enter the user ID for any external application.Click Continue.5. Configure limits
5. Configure limits
If applicable, change the ACH, wire, and/or bill payment limits.Click
Continue.6. Finalize
6. Finalize
Verify the user profile as needed and then click
Create User (or Submit depending on approval requirements).Important notes
Use one user per account if separate connections are required.