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
Prosperity Bank allows you to grant access to your accounts by creating a Company User or Administrative User. This is done through Treasury Center, 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
- provide them with an Activation Key to establish their access
Bank terminology
| Concept | Prosperity Bank term |
|---|---|
| Delegated user | Company User |
| Admin | Administrator / Lead Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
+Add User.Enter the required details as prompted by the interface.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. Add payment types and permissions
3. Add payment types and permissions
Select the user you just created and click
+Add Payment.Select the payment type to be added and then click ADD.Configure the user’s permissions for services like ACH Payments, Wire Transfer, and Account Transfer.4. Provide Activation Key
4. Provide Activation Key
Locate the Activation Key for the specific user in the user contact information page.Provide this Activation Key securely to the user, as it is required for them to setup access to Treasury Center.
Important notes
Use one user per account if separate connections are required.