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
Rockland Trust Company allows you to grant access to your accounts by creating an Authorized User. This is done through Rockland Trust Business 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 | Rockland Trust Company 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
Add User.Enter the required fields for the new user.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. Configure permissions
3. Configure permissions
Click on each transaction type to configure the user’s entitlements and limits.Enter the user’s transaction dollar and count limits.Select the appropriate non-transactional features.
4. Assign account access
4. Assign account access
Designate the user’s account rights. Selecting the checkbox next to each right will enable or disable the right for all accounts.
This must be done for each account individually. If skipped, the user will not see any accounts.
5. Finalize
5. Finalize
Click the
Save button in the top right corner of the screen.Important notes
Use one user per account if separate connections are required.