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
BancFirst allows you to grant access to your accounts by creating a User. This is done through BancFirst Business Online Banking (Positive Pay), 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, such as viewing balances or approving exceptions. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | BancFirst term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add a new user
2. Add a new user
Click ADD USER. The New User window opens.Enter the user’s details:
| Field | Notes |
|---|---|
| Login ID | Must be a minimum of five characters |
| Password | Must be a minimum of eight characters with at least one digit, one letter, and one special character |
| Confirm Password | Type the password a second time |
| User Name | The user’s first and last name |
| Language | The user’s preferred language |
| Address | Demographic information |
| City | Demographic information |
| State | Demographic information |
| ZIP Code | Demographic information |
| Phone Number | Demographic information |
| Fax Number | Demographic information |
| Email Address | The Email Address of the user |
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
In the Permissions section, select access rights for the new user.You can grant the user specific permissions by selecting one or more check boxes next to each object.
| Permission | Setting |
|---|---|
| ALL | The user has permission to access all accounts |
| Account | Select which accounts the user can access, and which permissions they have within that account |
| ACHPolicyParameters | Access and modify the ACH policies window |
| CompanyProfile | View or modify the company profile information |
| EditIssueItems | Delete or modify the status of outstanding issues or voids |
| Profile | View or modify your profile information or password |
| StopPayments | Create or delete stop payments on all accounts |
| AchDisposition | Disposition ACH items |
| Achpps | View a report listing ACH exception items |
| ApproveExceptions | Approve or deny pay and return decisions made by another user |
| ApproveIssueItems | Approve or deny issue file uploads previously uploaded by another user |
| Login | Log in to Positive Pay. All users must have this permission enabled |
| Upload Items | Create manually-issued checks for an account |
| User Management | Add user accounts and assign permissions |
4. Finalize
4. Finalize
Click SAVE. A confirmation message opens, identifying the user’s information.Click OK. Positive Pay sends an email to the bank user with the activation key.
Important notes
Use one user per account if separate connections are required.