Last Verified: April 14, 2026
Confidence Level: High
Confidence Level: High
Overview
Simmons Bank allows you to grant access to your accounts by creating a User. This is done through Treasury Management Online, 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 | Simmons Bank term |
|---|---|
| Delegated user | User |
| Admin | Admin User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Create a User.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Username | Required |
| Required | |
| Phone | Required |
| User Type | 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. Assign account access
3. Assign account access
Click
Account Access from the left-hand menu.
Select the account or accounts this user should access.
Click Save Changes.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 | General User |
| 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. Finalize
5. Finalize
Review the setup and click
Submit for Enrollment to complete, then click Submit User to confirm your submission.Important notes
Use one user per account if separate connections are required.