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
BankUnited allows you to grant access to your accounts by creating a User. This is done through BankUnited Lynx, where you can:- add a new user with their own login credentials
- choose which accounts they can access
- define what they are allowed to see and do, such as viewing balances or initiating payments
Bank terminology
| Concept | BankUnited term |
|---|---|
| Delegated user | User |
| Admin | Admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Enter the user’s details:
| Field | Notes |
|---|---|
| User ID | Required |
| User Name | Required |
| Contact Name | Required |
| Required |
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. Assign account access
3. Assign account access
During the “Assign Services” step, choose to apply services to “All Accounts” or “Select Accounts” individually.
This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
Assign specific “Core Services” (like Transfers or Stop Payments) using checkboxes. You can also copy permissions from an existing user.
| Setting | Recommended |
|---|---|
| Access level | Inquiry |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
The above example corresponds to
read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.5. Finalize
5. Finalize
Review the setup and click
Save to complete.Important notes
Use one user per account if separate connections are required.