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
Innovation Federal Credit Union allows you to grant access to your accounts by creating a Delegate. This is done through Business Online Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define their role (Initiator or Read Only). You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Innovation Federal Credit Union term |
|---|---|
| Delegated user | Delegate |
| Admin | Signer |
Setup steps
1. Navigate to Manage Delegates
1. Navigate to Manage Delegates
2. Add New Delegate
2. Add New Delegate
Click
Add New Delegate.Enter the Delegate’s details:| Field | Notes |
|---|---|
| First name | Required |
| Last name | Required |
| Required | |
| Mobile number | Required |
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. Choose the Delegate's role
3. Choose the Delegate's role
Select the appropriate role for the Delegate:
- Delegate – Initiator: This role can only initiate non-monetary and monetary transactions and cannot be executed without approval of the Signer(s).
- Delegate – Read Only: This role can only perform read-only activities such as view transactions or account balances.
Select Delegate – Initiator if you want to enable Waycore to draft transactions on the portal. Select Delegate – Read Only if you only require read-only functionality.
4. Create temporary password
4. Create temporary password
Create a temporary password and re-enter it to confirm.Check the box to confirm you have obtained consent from the delegate for the collection of their personal information.
5. Confirm and save
5. Confirm and save
Select
Continue, review the information, and select Confirm to save.Once the delegate is successfully created, the system will generate a username that starts with the letter “D” followed by seven digits. The system will send the username to the delegate via text and email.6. Manage Account Access
6. Manage Account Access
From the Manage Delegates screen, select the Delegate and select
Manage Account Access.By default, Select All is on. You can manually choose to check or uncheck accounts individually.Click Confirm to save account access.Important notes
Use one user per account if separate connections are required.