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
Bank of Hawaii allows you to grant access to your accounts by creating a User. This is done through Bankoh Business Connections (BBC), where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do, such as viewing balances or initiating payments. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Bank of Hawaii term |
|---|---|
| Delegated user | User |
| Admin | System Administrator |
Setup steps
1. Define User
1. Define User
Select
Click
User Maintenance from the Administration & Settings menu.On the User Maintenance widget, click Add New User.Enter the required details for the user:| Field | Notes |
|---|---|
| User ID | Required |
| User Name | Required |
| Company | Required |
| Address | Optional |
| City | Optional |
| State/Province | Optional |
| Postal Code | Optional |
| Optional | |
| Phone | Optional |
| Mobile Phone Number | Optional |
| Fax | Optional |
| Locale | Defaulted |
| Time Zone | Defaulted |
| Password | Required |
| Repeat New Password | Required |
Continue to proceed.2. Set Permissions
2. Set Permissions
Configure the user’s access by selecting the appropriate tabs:
Payments, Reporting, Risk Management, Administration, and Alerts.| Setting | Recommended |
|---|---|
| Access level | View |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
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.3. Assign Accounts
3. Assign Accounts
Select the accounts this user should access.
4. Apply Approval Limits
4. Apply Approval Limits
Set the approval limits as applicable to the user.Click
Add User to complete the setup process.Important notes
Use one user per account if separate connections are required.