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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.

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Overview

American Express National Bank allows you to grant access to your accounts by creating an Account Manager. This is done through American Express Business Blueprint, where you can invite a new user with their own login credentials and choose what they are allowed to see and do.

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Bank terminology

ConceptAmerican Express National Bank term
Delegated userAccount Manager
AdminBasic Card Member

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Setup steps

1. Navigate to user management

Sign in to American Express Business Blueprint.From the top navigation, go to: Account Services → Manage Other Users → Add or Remove Account Managers.
Enter your PIN or complete Two-Step Verification to confirm your identity.
Enter the required details as prompted by the interface, including the user’s email address.
Select the appropriate access level for the Account Manager. Options typically include Full Access or Limited Access.
Review the setup and complete the process. The user will receive an email to accept the invitation.

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Important notes

If no account access is assigned, the user will see no data.
American Express Business Checking accounts historically only supported a single owner with no delegated user access. While “Account Manager” functionality exists for Amex cards, it may not be fully supported for Business Checking accounts, or may require workarounds.
Use one user per account if separate connections are required.