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
Veritex Community Bank allows you to grant access to your accounts by creating a user. This is done through the digital banking portal, where you can add a new user and assign them a specific user role to control their access and permissions.Bank terminology
| Concept | Veritex Community Bank term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Select the
Add User button.Enter the required details as prompted by the interface. Ensure that the phone number entered is a direct number for the user. Login ID and password requirements will be listed in the drop-down for reference.3. Assign user role
3. Assign user role
Assign a
User Role to the user.The user will be unable to log in without an assigned user role. If you need to create a new role, you must do so before assigning it here.4. Finalize
4. Finalize
Select the
Save New User Details button.Important notes
Use one user per account if separate connections are required.