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
OceanFirst Bank allows you to grant access to your accounts by creating an authorized user. This is done through OFBConnect, where you can add a new user with their own login credentials and configure their permissions. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | OceanFirst Bank term |
|---|---|
| Delegated user | authorized user |
| Admin | 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 user.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Configure the user’s permissions and access levels as required by your organization.Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.