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
Concentra Bank allows you to grant access to your accounts by creating a Delegate. This is done through MemberDirect Small Business, 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 | Concentra Bank term |
|---|---|
| Delegated user | Delegate |
| Admin | Signer |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add Delegate.Enter the user’s details:| Field | Notes |
|---|---|
| Access level | Required |
| Temporary 5-digit password (PAC) | Required |
| First name | Required |
| Initial | Optional |
| Last name | Required |
| Notes | Optional |
| Phone Number | Optional |
| Carrier | Optional |
| Email Address | Optional |
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
Under the
Accounts Shared with Delegate section, click the checkbox beside Share accounts under this MemberCard? to share accounts under the selected MemberCard.Accounts are all shared at the login level. When giving access to the delegate, you cannot select some accounts and exclude others under a login.
4. Configure permissions (critical)
4. Configure permissions (critical)
Select the delegate’s access level. Choose either
Read-only or Initiator based on your needs.5. Finalize
5. Finalize
Click the
Submit button to complete.Important notes
Use one user per account if separate connections are required.