Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
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Overview
Comerica Bank allows you to grant access to your accounts by creating a User. This is done through Comerica Business Connect, where a Customer Administrator can add a new user, assign hardware tokens, and provision access to specific services and accounts.Bank terminology
| Concept | Comerica Bank term |
|---|---|
| Delegated user | User |
| Admin | Customer Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Initiate user creation
2. Initiate user creation
Select the
+New User button below the User List or select New User from the menu icon in the upper left corner.3. Add user information
3. Add user information
Enter the required details for the new user:
| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| User ID | Required |
| Location | Required |
| Phone number | Required |
| Email address | Required |
4. Add security information
4. Add security information
In the Security section, provide the hardware token details.
| Field | Notes |
|---|---|
| Hardware Token PIN | Must contain exactly 4 digits, excluding zeros |
| Token Serial Number | Located on the back of the token, at least 8 digits |
If the user does not have a token yet, leave these fields blank to request a token from Comerica.
5. Assign user services and roles
5. Assign user services and roles
Under
Select the Type of User, check the box for user.Under Available Service Options for this User, select Add to the left of each service you wish to assign. Check the role that should be assigned to the user for that service.Select Save at the bottom right of the screen.6. Provision application access
6. Provision application access
After the user is added, you must provision access to specific accounts and functions.Select the
Edit Services link in the User Services column. Then select Modify Entitlement next to the service you want to update.Assign the necessary accounts, templates (functions), and lockbox accounts to the user, then select Submit.Important notes
Use one user per account if separate connections are required.