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
La Banque Postale allows you to grant access to your accounts by creating a Mandataire secondaire. This is done through Espace Client Business, 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 | La Banque Postale term |
|---|---|
| Delegated user | Mandataire secondaire |
| Admin | Mandataire principal |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click to add a new user.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Select the appropriate access levels and permissions for the user.
4. Finalize
4. Finalize
Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.