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
Hancock Whitney Bank allows you to grant access to your accounts by creating a subuser. This is done through Business Online Banking, where you can give others their own username and password to log in and control their access to accounts and what actions they can perform.Bank terminology
| Concept | Hancock Whitney Bank term |
|---|---|
| Delegated user | subuser |
| Admin | administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a new subuser.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
On the “Subuser Administration” page, select
Entitlements next to the subuser’s name.Select entitlements to determine which accounts the subuser can see and what functions they can perform.| Setting | Recommended |
|---|---|
| Access level | Read-only |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
4. Finalize
4. Finalize
Set the subuser’s profile to
Active to complete the setup.Important notes
Use one user per account if separate connections are required.