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
Israel Discount Bank of New York allows you to grant access to your accounts by creating an Authorized User. This is done through IDB Access, where you can add a new user with their own login credentials and define what they are allowed to see and do.Bank terminology
| Concept | Israel Discount Bank of New York term |
|---|---|
| Delegated user | Authorized User |
| Admin | Company Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a new user. Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Configure the user’s permissions and account access according to the interface options.
Important notes
Use one user per account if separate connections are required.