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
VP Bank allows you to grant access to your accounts by creating a User. This is done through VP Bank Client Portalplus (also referred to as VP Bank e-bankingplus), where a Superuser can add a new user, choose which customers they can access, and allocate specific transaction rights and authorisations.Bank terminology
| Concept | VP Bank term |
|---|---|
| Delegated user | User |
| Admin | Superuser |
Setup steps
1. Entering the user details
1. Entering the user details
Log in as a user with the Superuser role.From the top navigation, go to
Superuser → Create User.Enter the user’s details:| Field | Notes |
|---|---|
| First name | Required |
| Surname | Required |
| Date of birth | Required |
| Nationality | Required |
| Language | Required |
| Gender | Required |
| Identification documents | Upload front and back of passport or identity card |
| Is Superuser | Leave unchecked unless admin access is required |
| Authorisations | Select Enter, Collective, or Single signing authority |
| Approval authorities | Set for payment transactions, stock market trading, and money market |
| Security settings | Configure mobile banking and timeout as needed |
| Network authentication | Optional IP and time restrictions |
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
2. Customer allocations
2. Customer allocations
Click
Next to proceed to customer allocations.Select the customers or accounts to be assigned to this user. Multiple selections are possible.This must be done for each account individually. Without the assignment of clients, VP Bank Client Portal can only be used to a limited extent.
3. Client rights
3. Client rights
Click
Next to proceed to client rights.Allocate the transaction rights for each client and per transaction type by activating the corresponding checkboxes:| Category | Description |
|---|---|
| Payment | Authorisation to enter individual and standing orders and to upload ISO files |
| Stock market | Authorisation to place stock exchange orders |
| Money market | Authorisation to place money market orders |
| LSV | Download of LSV credits |
| QRR | Download of QR credits |
| e-Post | Access to electronic transaction advices and bank statements |
4. Finalize
4. Finalize
Click
Create to finalise the registration of the new user.Important notes
Use one user per account if separate connections are required.