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
Banner Bank allows you to grant access to your accounts by creating a User. This is done through Banner Bank Business Online, 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 | Banner Bank term |
|---|---|
| Delegated user | User |
| Admin | Admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the
Once all details are entered, click
Add User button.Enter the required details under Personal Details and Login Details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Email Address | Required |
| Phone Country | Required |
| Phone | Required |
| Login ID | Required |
| Password | Required |
| Confirm Password | Required |
Save New User Details.3. Assign account access
3. Assign account access
In the user profile, go to the
Accounts tab.Check the boxes for the accounts this user should access.4. Configure permissions
4. Configure permissions
In the user profile, go to the
Transactions and Features tabs to configure permissions.Toggle the Enabled switch for the services the user needs (e.g., Bill Payment, Funds Transfer, Stop Payment). For each enabled service, check the appropriate rights (Draft, Approve, Cancel, View) and set Approval Limits (Maximum Amount, Maximum Count).| Setting | Recommended |
|---|---|
| Access level | View |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
5. Finalize
5. Finalize
Review the setup and click
Save to complete the configuration.Important notes
Use one user per account if separate connections are required.