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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.

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Overview

Canadian Imperial Bank of Commerce (CIBC) allows you to grant access to your accounts by creating a delegate. This is done through CIBC SmartBanking for Business (or CIBC Cash Management Online), where you can add users with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do.

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Bank terminology

ConceptCanadian Imperial Bank of Commerce (CIBC) term
Delegated userDelegate
AdminClient Administrator

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Setup steps

1. Navigate to user management

Sign in to CIBC SmartBanking for Business.Access the user administration capabilities to manage the setup of your users.
Select the option to add a delegate.Enter the required details as prompted by the interface.
Assign appropriate access levels and entitlements to authorized users for specific services, functions, and/or accounts based on the way in which your business operates.
SettingRecommended
Access levelInquiry access only
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet 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.

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Important notes

If no account access is assigned, the user will see no data.
User PIN and token number are required to submit payment approvals.
Use one user per account if separate connections are required.