Habib Canadian Bank

How to create and configure an authorized user in e-Banking.

Overview

Habib Canadian Bank allows you to grant access to your accounts by creating a sub login.

This is done through e-Banking, 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

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Habib Canadian Bank term
Delegated user	sub login
Admin	Primary ID user

Setup steps

1. Navigate to user management

Sign in to e-Banking.

From the top navigation, go to: My Profile → Web Management

2. Create user

Click Add.

Enter the required details as prompted by the interface.

3. Assign account access

Select the account or accounts this user should access.

This must be done for each account individually. If skipped, the user will not see any accounts.

4. Configure permissions

Setting	Recommended
Access level	Inquiry Access
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

Review the setup and click the confirmation button to complete.

Important notes

If no account access is assigned, the user will see no data.

For accounts with joint signatories, creating a sub login requires authorization from another user per the originally defined operational instructions under the Authorization tab.

Use one user per account if separate connections are required.