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
Atlantic Union Bank allows you to grant access to your accounts by creating a User. This is done through Business Online Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Atlantic Union Bank term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Create a User Role
1. Create a User Role
In the navigation bar, select
Settings.Select the tile for User Roles.Click Create Role and enter a new role name.2. Configure role permissions
2. Configure role permissions
There are three sections that need to be completed for the role:
- Transactions: Select transactions and enable them, complete dollar limits for the user, then click
Save. - Features: Select each feature that the new user will need access to and click
Save. - Accounts: Select the accounts that the new user will need access to and click
Save.
3. Create the user
3. Create the user
Go back to
Settings and select the tile for Users.Complete the new user’s information:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Email Address | Required |
| Phone Country | Required |
| Phone | Required |
| Login ID | Required |
| Password | Required |
| Confirm Password | Required |
| User Role | Select the role previously created |
4. Finalize setup
4. Finalize setup
Select the
User Role previously created and click Save New User Details.Important notes
Use one user per account if separate connections are required.