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
BNY Mellon allows you to grant access to your accounts by creating an authorized user. This is done through TreasuryEdge, where you can add a new user and assign their access privileges. Entitlements are grouped based on job function and user function, saving time during the setup process. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | BNY Mellon term |
|---|---|
| Delegated user | Authorized User |
| Admin | Security Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a new user.Enter the required details as prompted by the interface.
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
Select the account or accounts this user should access.
This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions
4. Configure permissions
Assign the user’s entitlements by selecting the appropriate job function and user function categories.
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 submit to complete.
Important notes
Use one user per account if separate connections are required.