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
Merchants Bank of Indiana allows you to grant access to your accounts by creating a Business User. This is done through Small Business Online Banking, where you can add a new user with their own login credentials and define what they are allowed to see and do.Bank terminology
| Concept | Merchants Bank of Indiana term |
|---|---|
| Delegated user | Business User |
| Admin | Business User (Administrator) |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the green
Add User button.Enter the required details:| Field | Notes |
|---|---|
| User ID | Required |
| Temporary Password | Required |
| Confirm Password | Required |
| Email Address | Required |
| First Name | Required |
| Last Name | Required |
3. Configure permissions and account access
3. Configure permissions and account access
After saving the user details, you will be taken to the Entitlements screen.To grant full access, check the box to make the user a
business administrator.To grant specific access, leave the administrator box unchecked and use the Limit checkbox to reveal granular checkboxes for specific entitlements and account access.| Setting | Recommended |
|---|---|
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments | ❌ |
| 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.Important notes
Use one user per account if separate connections are required.