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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.

Overview

First Commonwealth Bank allows Company Administrators to manage their team’s access to the Online Treasury Management service by creating a new user. This is done through the Online Treasury Management portal, where you can:
  • create a new user with their own login credentials
  • choose which accounts they can access
  • define what they are allowed to see and do by configuring individual user entitlements
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

ConceptFirst Commonwealth Bank term
Delegated userUser
AdminCompany Administrator

Setup steps

1. Navigate to user management

Select Create User under the Admin menu located near the top-right of the screen.
Enter the User Information for the new user.
FieldNotes
User NameRequired
Login IDRequired
E-Mail AddressRequired
Phone NumberRequired
DepartmentOptional
FaxOptional
You can optionally select the Super User level of access, which grants access to all company accounts and all payment types, but without administration capabilities. Alternatively, you can select the Admin level of access, which grants the ability to unlock/reset passwords, create and manage users, and edit account nicknames.
Select Save Changes to proceed to the next step.
Prior to receiving the confirmation, you may be asked to enter a one-time passcode to complete the transaction, which you will receive via text to the phone number provided during your initial login.
Review each option in the left navigation bar to enable account access, entitlements to services, and transaction limits.
After all access and entitlements have been granted, select Submit For Enrollment. The user that was created will receive an email with a link to complete enrollment.

Important notes

If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.