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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.

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Overview

First National Bank of Pennsylvania allows you to grant access to your accounts by creating a Sub-User. This is done through Digital Business 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
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptFirst National Bank of Pennsylvania term
Delegated userSub-User
AdminAdmin Sub-User

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Setup steps

1. Navigate to user management

Sign in to Digital Business Banking.From the side menu, click the Manage Profile link at the top, then navigate to the Sub-Users page.
Click the + icon to add a sub-user.Enter the user’s details:
FieldNotes
Full NameRequired
Email AddressRequired
Display NameRequired
Invite AnswerRequired
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Select which permissions the user should have by checking the appropriate boxes.
SettingRecommended
Access levelView Only
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet 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.
Click the + Grant Access to Accounts link to select which accounts the user has access to.
This must be done for each account individually. If skipped, the user will not see any accounts.
Click the Create Sub-User button, then click the Close button when you are finished.

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Important notes

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