Last Verified: April 14, 2026
Confidence Level: High
Confidence Level: High
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
Create New User.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| User ID | Required |
| Primary E-mail Address | Required |
| Area/City Code & Number | Required |
| Password | Required |
| Confirm Password | Required |
| Label (Phone) | Required |
| Country/Region | Required |
| Secondary E-mail Address | Optional |
| Additional Information | Optional |
| Extension | Optional |
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 account access
3. Assign account access
Under Enable Services & Accounts, click the add icon (
+) beside each service to entitle, and select the accounts to entitle.This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Access level | Allow this user to setup templates / Allow this user to approve transactions |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set 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.5. Finalize
5. Finalize
Review the setup and click
Create User (or Submit) to complete.Important notes
Use one user per account if separate connections are required.