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
Santander Bank (US) allows you to grant access to your accounts by creating a User. This is done through Santander Treasury Link, where the Client Administrator 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 | Santander Bank (US) term |
|---|---|
| Delegated user | User |
| Admin | Client Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
In the Administration module, look for the option to
Add 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 (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
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.