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Create a Railz Sites Link

Invite businesses to connect their data easily through Railz Sites

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Create a Railz Sites Link for a New Business

To invite a business to connect their financial data through Railz Sites™, you will need to create a new business to generate a new Railz Sites link.

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Railz Sites Link Expiry Period

A Railz Sites link is valid for 24 hours. If your business customers don't use the link generated within 24-hours, you will need to generate and send them a new one.

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Businesses.
  3. Click Add new Business.
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Businesses list in Railz Dashboard. Click to Expand.

  1. In the modal that opens, enter the Business Name, then click Add.
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Add a new business in the Railz Dashboard. Click to Expand.

  1. A unique Railz Sites link will be generated. Copy the link and send it to your business customers to connect their financial data. Click Done to exit the modal.
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Copy Railz Sites link. Click to Expand.

Create a Railz Sites Link for an Existing Business

You can generate a Railz Sites link for an existing business to reauthorize a connection or add new connections.

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Businesses, then click the Manage Business kebab menu icon on the right.
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Manage business page in Railz Dashboard. Click to Expand.

  1. Select Generate Link.
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Generate a new Railz Sites link. Click to Expand.

  1. A unique Railz Sites link will be generated. Copy the link and send it to your business customers to connect their financial data. Select Done to exit the modal.

Onboard Multiple Businesses

Use a single link to onboard multiple businesses. Your business customers can enter their business name and connect in one go.

  1. In the left sidebar navigation menu, go to Railz Sites™️.
  2. Click on Copy Link button to share with your businesses.
Railz Dashboard - Generate Link. Click to Expand.

Onboard multiple businesses link in Railz Sites. Click to Expand.

  1. Send this invitation link to multiple businesses
  2. Your business customers can enter the Business Name that will take them to the connection flow.
Railz Sites enter the business name page. Click to Expand.

Railz Sites enter the business name page. Click to Expand.

  1. That Business will get created in your Business List Page as Active once a connection has been made.
  2. If your business customer wishes to save their link to connect at a later time, they will see a page that allows them to copy their unique Railz Sites™️ link to connect at a later time.
Railz Sites save for later page. Click to Expand.

Railz Sites save for later page. Click to Expand.

How to - User Guide

Updated 5 months ago

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