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
Banc of California allows you to grant access to your accounts by creating a User. This is done through Business Online, 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 | Banc of California term |
|---|---|
| Delegated user | User |
| Admin | Company Administration / admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Enter user details
2. Enter user details
Enter the user’s details:
The phone number will be used the first time the user logs in to authenticate them via mobile or voice code. For them to be able to authenticate via text, Mobile must be selected from the label drop-down menu. Click
| Field | Notes |
|---|---|
| user ID | Required |
| temporary password | Required |
| first name | Required |
| last name | Required |
| email address | Required |
| telephone number | Required |
Continue.3. Copy user (Optional)
3. Copy user (Optional)
On the next screen, you can copy an existing user’s roles and entitlements. The new user’s roles will populate according to the user copied.If you do not have an existing user whose role or entitlements match what the new user should have, click
Do Not Copy User.4. Choose User Role
4. Choose User Role
Choose the
User Role. If you want to create a view-only user, do not select a role.Available roles include:- Allow this user to set up templates
- Allow this user to approve transactions
- Grant this user administration privileges
Continue.5. Entitle Services & Accounts
5. Entitle Services & Accounts
Entitle Services & Accounts for the new user by clicking on the
(+) by each service.Under each service added, enable Entitled Account and/or Allow Transmit capabilities, as applicable. Note: If the user does NOT have the approver role, the Allow Transmit column will not appear.Then click Continue at the bottom of the page.6. Set Limits
6. Set Limits
If the new user is an approver for ACH or wires, Limits must be set. Click the edit icon on the right.Check the box for
No Limit, or enter limits for each field and click Continue.Note: If the user does NOT have the approver role, no limits are necessary.7. Finalize
7. Finalize
Verify the new user’s details and click
Create User. If successful, you’ll see a New User – Confirmation screen.Important notes
Use one user per account if separate connections are required.