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
Renasant Bank allows you to grant access to your accounts by creating a new User. This is done through the User Administration page, where you can add a new user with their own login credentials, choose which accounts they can access, and assign them specific roles and locations.Bank terminology
| Concept | Renasant Bank term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to User Administration
1. Navigate to User Administration
2. Add a new user
2. Add a new user
In the left pane, select the add icon (
+) to update the right pane with the options for adding a new user.Enter the required details for the user:| Field | Notes |
|---|---|
| User | The login ID for the user |
| Full Name | The full name for the user |
| Used for password resets and system emails | |
| Timezone | Select the appropriate timezone for the user’s location |
| Date Format | Select the appropriate date format |
| Time Format | Select the appropriate time format |
| Scanner | Select a default scanner for the user |
| Phone Numbers | Select Add to enter a Name, Country Code, Phone Number, and Ext |
3. Assign roles
3. Assign roles
Select the more icon (
...) for the Roles section to open the Select Roles window.Select the roles you want to assign to the user, or select the menu icon and then Select All to assign all roles. Select Done to save your selections.4. Assign locations
4. Assign locations
Select the more icon (
...) for the Locations section to open the Select Locations window.Select the locations you want to assign to the user. Select Done to save your selections.5. Assign account access
5. Assign account access
Select the more icon (
...) for the Accounts section to open the Select Accounts window.Select the accounts you want to assign to the user. Select Done to save your selections.6. Finalize setup
6. Finalize setup
When finished, select
Save to create the new user profile.Important notes
Use one user per account if separate connections are required.