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
In Online Business Banking, you can grant access to your accounts by setting up a delegate. This allows you to securely share access with an accountant, partner, or staff member without sharing your primary login credentials. Delegates are assigned a specific status that determines whether they can only view information or if they can also initiate transactions.Bank terminology
| Concept | Peoples Bank of Canada term |
|---|---|
| Delegated user | delegate |
| Admin | authorized signer |
Setup steps
1. Navigate to Delegate management
1. Navigate to Delegate management
2. Add delegate
2. Add delegate
Press Add delegate.Enter the delegate’s details:
| Field | Notes |
|---|---|
| Delegate username | Required |
| Delegate name | Required |
| Email address or mobile number | Required to receive temporary password |
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. Assign access level
3. Assign access level
Assign your delegate’s Access level. You can choose either Read-only or Initiator access.
- READ ONLY Status: Allows the delegate to only view and download anything in online banking.
- INITIATOR Status: Allows the delegate to initiate transactions but they must be approved by an authorized signer.
If you want to enable Waycore to draft transactions on the portal, you should select the INITIATOR status.
4. Confirm and authenticate
4. Confirm and authenticate
Press the check box to confirm your delegate has consented to be a delegate, and press Continue.Confirm the delegate details and select Continue.For security purposes, you will receive a seven-digit authentication code. Enter this code and press Continue.
5. Finalize setup
5. Finalize setup
Your delegate will now be added. A temporary password will be sent to your delegate, but for security purposes you will also need to send the delegate the username you chose in a separate communication.
Important notes
Use one user per account if separate connections are required.