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
Sandy Spring Bank allows you to grant access to your accounts by creating a company user. This is done through Business eBanking, 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 | Sandy Spring Bank term |
|---|---|
| Delegated user | Company user |
| Admin | Company administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Create new user.Enter the user’s details:| Field | Notes |
|---|---|
| User ID | Required |
| Password | Required |
| Confirm password | Required |
| First name | Required |
| Last name | Required |
| Primary e-mail address | Required |
| Secondary e-mail address | Optional |
| Additional information | Optional |
| Label | Required (Work, Work 1, Mobile, Mobile 1, Home, Other) |
| Country/region | Required |
| Area/city code and local number | Required |
| Extension | Optional |
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 (critical)
3. Configure permissions (critical)
Select one or more
User Role options:Allow this user to setup templatesAllow this user to approve transactionsGrant this user administration privileges
4. Assign account access
4. Assign account access
Enable services and assign accounts:
Click the
Add link beside each service to entitle and select the accounts to entitle.
Click Save changes.5. Finalize
5. Finalize
If applicable, change the ACH, wire, and/or bill payment limits.
Verify the user’s profile as needed and then click
Submit.Important notes
Use one user per account if separate connections are required.