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 United Bank and Trust Company allows you to grant access to your accounts by creating an additional user. This is done through My Cash Manager, 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 United Bank and Trust Company term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click to add a new user.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.
4. Configure permissions (critical)
4. Configure permissions (critical)
Assign the appropriate permissions or roles for the user based on the available options in My Cash Manager.
Important notes
Use one user per account if separate connections are required.