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
Credit Mutuel allows you to grant access to your accounts by creating a Délégué or Mandataire. This is done through CMUT Direct Pro, 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. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Credit Mutuel term |
|---|---|
| Delegated user | Délégué / Mandataire |
| Admin | Souscripteur |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a user (e.g.,
Ajouter un utilisateur or Créer un délégué).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
Set the permissions for the user based on the required access level.
| Setting | Recommended |
|---|---|
| Access level | Consultation |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set 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.5. Finalize
5. Finalize
Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.