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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

B2B Bank (a subsidiary of Laurentian Bank) allows you to grant access to your accounts by creating an authorized user. This is done through LBCDirect Business. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

ConceptB2B Bank term
Delegated userauthorized user
Adminauthorized signing officer

Setup steps

1. Navigate to user management

Access is delegated by the company’s authorized signing officer. Use the LBCDirect Business online portal or contact the bank.
Enter the required details as prompted by the interface.
Select the appropriate access level for the authorized user:
  • Informational access
  • Transactional access

Important notes

If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.