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
Provident Bank allows you to grant access to your accounts by creating a User in Online Business Banking. This is done through ProvidentConnect for Business, where the Primary User can establish, define, and maintain the rights of each User, including the right to store, review, retrieve, or delete electronic records, as well as initiate transactions like Bill Pay, ACH, and wire transfers.Bank terminology
| Concept | Provident Bank term |
|---|---|
| Delegated user | User |
| Admin | Primary User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a 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. Assign account access
3. Assign account access
Select the account or accounts this user should access.
This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions
4. Configure permissions
Select the appropriate permissions as prompted by the interface to enable read-only access.
The above example corresponds to read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.
5. Finalize
5. Finalize
Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.