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
Huntington National Bank allows you to grant access to your accounts by creating a new employee (user). This is done through Business Online, where you can add a new user, customize their entitlements or give them full access, and assign specific account permissions.Bank terminology
| Concept | Huntington National Bank term |
|---|---|
| Delegated user | employee (user) |
| Admin | Company Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add new user
2. Add new user
Click the
Add User button on the right hand side of the screen.Enter the employee’s information:| Field | Notes |
|---|---|
| Phone number | Required (must be direct, not VRU) |
| Date of birth | Required |
| Business address | Required |
| Home address | Required |
3. Configure entitlements
3. Configure entitlements
From the Entitlements & Tokens section, select one of the following from the
Copy Entitlements drop-down menu:- None — allows you to customize the services and functions
- Give User Full Access — grants access to all functions and services
- User’s Name — grants exact same permissions as another user
Token Serial # from the drop-down list.Click the Add User button to create the user.4. Assign account access
4. Assign account access
Select the
Account Permissions tab and select the user’s name from the drop-down list.Review the accounts entitled to each service for that user and make any necessary changes by selecting or deselecting the check boxes.Click Save.5. Configure service permissions
5. Configure service permissions
Select the
Permissions tab and select the user’s name from the drop-down menu.Review the services your user is set up for and make any necessary changes by selecting or deselecting the check boxes.Click Update Permissions.Important notes
Use one user per account if separate connections are required.