Documentation Index
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Overview
First Citizens Bank allows you to grant access to your accounts by creating a Sub-User. This is done through First Citizens Digital Banking, 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 | First Citizens Bank term |
|---|---|
| Delegated user | Sub-User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the Click
Add User button on the right.Enter the required details as prompted by the interface on the New User Details screen.Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Save New User Details.3. Assign Sub-User Entitlements
3. Assign Sub-User Entitlements
Navigate through the Transactions, Features, and Accounts tabs to assign rights.Transactions tab:
Enable or disable transaction types. For viewing rights under Manage Online Activity, select
All or Account. Set Initiate, Approve, and Cancel rights as appropriate.Features tab:
Enable or disable specific features (e.g., Allow one-time recipients).Accounts tab:
Select whether you would like the user to view, deposit, or withdraw from each account.Click Save at the top when finished.Important notes
Use one user per account if separate connections are required.