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
KeyBank allows you to grant access to your accounts by creating a KeyNavigator user. This is done through KeyNavigator, where you can add a new user with their own login credentials and choose which accounts and services they can access without sharing your primary login.Bank terminology
| Concept | KeyBank term |
|---|---|
| Delegated user | KeyNavigator user |
| Admin | Administrator / Approver |
Setup steps
1. Add user
1. Add user
Select
Add KeyNavigator User.2. Enter user profile information
2. Enter user profile information
Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Select the appropriate role(s) under Self Service Preferences.Choose the
View & Reporting Only role for users who need to view service setup and run activity reports without the power to submit edits.4. Set mobile preferences
4. Set mobile preferences
Select the new user’s mobile access under Mobile Preferences.
5. Save user
5. Save user
Click
Save User.If your company requires secondary authorization for new users, you will be prompted to click OK to continue.6. Assign account access
6. Assign account access
Click Next to set up user services.Provision access to active company services. You can model access from an existing user or provision unique service setup.
Important notes
Use one user per account if separate connections are required.