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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

MidFirst Bank allows you to grant access to your accounts by creating a user. This is done through Business Online Banking, where you can:
  • add a new user with their own login credentials
  • assign roles such as template setup, transaction approval, and administration privileges
  • entitle services and accounts, such as ACH and wire transfers
  • establish specific payment limits
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

ConceptMidFirst Bank term
Delegated useruser
Adminadministrator

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Setup steps

1. Navigate to user management

From the top navigation, select the Administration menu.Next, click Company Administration.
Click Create New User.Enter the user’s details:
FieldNotes
User IDRequired
Temporary PasswordRequired
PhoneRequired (Select “Mobile” if entering a mobile number)
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Choose to either Copy User or Do Not Copy User (to create from scratch). If creating from scratch, assign the appropriate roles:
SettingRecommended
Allow the user to set up templates❌
Allow this user to approve transactions❌
Grant this user administration privileges❌
Click Continue.
Click the Add icon (plus sign) to assign services like ACH and wire transfers.Select the corresponding checkbox for each account to entitle it for transaction submission. To allow transaction approval, select the Allow Transmit option for each appropriate account.To assign access to view electronic statements and documents, you must first assign the Information Reporting Service.Click Continue when done.
Click the Edit icon (pencil in a checkbox) to establish limits for entitled services, such as ACH or wires.Click Continue.
Verify the user’s information.Click Create User to submit the user for approval.

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Important notes

For security reasons, a second administrator must approve the user you just created. The user will remain in “Pending Approval” status until approved.
Use one user per account if separate connections are required.