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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.

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Overview

Mechanics Bank allows you to grant access to your accounts by creating an Employee. 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
  • define what they are allowed to see and do, such as viewing balances or initiating payments
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptMechanics Bank term
Delegated userEmployee
AdminAdministrator / Senior Administrator

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Setup steps

1. Navigate to user management

Sign in to Business Online Banking.From the Administration menu, select Employee Profile & Permissions.
From the Select User Criteria menu, select New Employee and then click Submit.Enter the user’s details:
FieldNotes
NameFirst and last name
Security LevelSelect the desired Security Level for the user
Employee GroupSelect the desired Employee Group if established
E-mail AddressEnter the user’s email address
Business PhoneEnter the user’s business phone number
Business Phone ExtEnter the user’s business phone extension
Mobile PhoneEnter the user’s mobile phone number
UsernameEnter a unique username (6 to 19 characters, no special characters)
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Under the Accounts section, check the box next to the account(s) that you wish the user to have access to through Business Online Banking.
Mechanics Bank uses a granular permissions model. You will configure options across several sections including Administration Options, Approval Options, Funds Transfer Options, Merchant Capture Options, and Stop Payments.
SettingRecommended
Access levelEmployee
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
The above example corresponds to read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments and approvals correspondingly.
Click Next to continue. After the system has completed the process of adding the accounts to the user and saving the user’s profile, click Finish.

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Important notes

If no account access is assigned, the user will see no data.
When adding a new employee, complete setup by clicking “Finish”. If the setup is left incomplete, it may cause errors and make the record temporarily non-editable.
You can only add a user with a lower security level than your own.
Use one user per account if separate connections are required.