Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
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Overview
FirstBank (Colorado) allows you to grant access to your accounts by creating a user. This is done through Treasury Management, 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 | FirstBank (Colorado) term |
|---|---|
| Delegated user | user |
| Admin | Admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Enter the user’s details:
Select whether the new user is a
| Field | Notes |
|---|---|
| Name | Required |
| Login ID | Required |
| Department | Optional |
| Required | |
| Phone | Required (with area code and extension if needed) |
| Fax | Optional |
Super User, Admin, or both. If neither, you will manually enter entitlements later.Click Save Changes.3. Assign account access
3. Assign account access
On the Account Access tab, select the
User Has Access check box beside the accounts that the user should see.Click Save Changes.4. Configure IP and Time access
4. Configure IP and Time access
On the IP Access tab, determine if the user should have unrestricted IP access, or enter the Available IP Addresses, then select
Save Changes.On the Time Access tab, determine the days and hours the user is allowed to access Treasury Management, then select Save Changes.5. Configure Entitlements
5. Configure Entitlements
On the Entitlements tabs, select the check box beside the entitlements to grant access to, and then select
Save Changes.You can set entitlements for ACH, Positive Pay, Reporting, Internal Transfer, Stop Payment, Integrated Services, and Wire.6. Configure User Limits
6. Configure User Limits
On the User Limits tabs, enter the Product Daily Limit, Daily Initiation Limit/Total Daily Limit, and Approval Limit, and then select
Save Changes.You can set user limits for ACH, Internal Transfer, and Wire.Important notes
Use one user per account if separate connections are required.