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
State Bank of India (California) allows you to delegate tasks securely by creating an authorized user profile. This is managed through Business Online & Mobile Banking, where you can create multiple user profiles with customized permissions and approval levels. This ensures your employees have the exact access they need to perform their duties without sharing your primary login credentials.Bank terminology
| Concept | State Bank of India (California) 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
Initiate the process to add a new user.Enter the required details as prompted by the interface.
3. Configure permissions and approval levels
3. Configure permissions and approval levels
Assign the appropriate access for the new user.
| Setting | Recommended |
|---|---|
| Access level | View Only |
| 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.
Important notes
Use one user per account if separate connections are required.