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
VersaBank allows you to grant access to your accounts by creating an Authorized Representative. This is done through VersaBank Online Banking, where an Administrator can appoint an Authorized Representative to access the Commercial Banking Services on behalf of the company.Bank terminology
| Concept | VersaBank term |
|---|---|
| Delegated user | Authorized Representative |
| 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 Authorized Representative.Enter the required details as prompted by the interface.
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Configure permissions
3. Configure permissions
Select the appropriate access level and permissions for the Authorized Representative as prompted by the interface.
Important notes
Use one user per account if separate connections are required.