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
Regions Bank allows you to grant access to your accounts by creating a user. This is done through Regions Online Banking, 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
Bank terminology
| Concept | Regions Bank term |
|---|---|
| Delegated user | user |
| Admin | administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the
+ (plus sign) icon.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| User ID | Required |
| Create Password | Required |
| Confirm Password | Required |
| Email Address | Required |
| Confirm Email | Required |
| Address | Required |
| Primary Phone | Required |
| Secondary Phone Number | Optional |
| Make this user an administrator? | Optional |
| Status | Required |
| Access | Required |
| Mobile Access | Required |
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
Assign the accounts in the
Assign Accounts tab.This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Access level | View-Only |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
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. Apply Approval Limits
5. Apply Approval Limits
Set specific permission limits like Batch Limit and Daily Limit. Click the
Save button as changes are made.Important notes
Use one user per account if separate connections are required.