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
Busey Bank allows you to grant access to your accounts by creating a User. This is done through Business Access, 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 initiating payments.Bank terminology
| Concept | Busey Bank term |
|---|---|
| Delegated user | User |
| Admin | Customer Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add new user
2. Add new user
Click
Click
Add New User.Enter the required details as prompted by the interface:| Field | Notes |
|---|---|
| USER ID | Typically the user’s first initial plus last name |
| USER NAME | The user’s first and last name |
| CONTACT NAME | Should be the same as the user name |
| Password | Enter a temporary password |
| The user’s email address | |
| Phone | The user’s phone number |
| Activation Date | Accept current date or select a future date |
| User Type | Defaults to User |
Next to proceed.3. Assign service entitlements
3. Assign service entitlements
In the Assigning Service Entitlements section, check the
Select All checkbox to assign all Core Services, Payment Services, and Other Services entitlements, or select them individually.Under the Account Level Permissions tab, check the checkboxes corresponding to each account you want to assign entitlements to. Check the boxes in the appropriate columns if you want to assign Internal Transfers, Account Reporting, Loan Options, Wire Transfers, or Stop Payment Permissions.Click Next to proceed.4. Assign limits
4. Assign limits
In the Assigning Limits section, set the transaction limits for the user. You can choose to
Defer to customer limits or set new limits manually for ACH, Transfers, Wire Transfers, and Loans.Click Next to proceed.5. Finalize
5. Finalize
Review the details and entitlements on the Summary screen.Click
Save to complete. The new user will appear in the User Management list.Important notes
Use one user per account if separate connections are required.