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
Synchrony Bank allows you to grant access to your Business Center portal by creating a User. This process enables you to securely assign specific service categories and roles, such as Sales Tools and Management Tools, without sharing your primary login credentials.Bank terminology
| Concept | Synchrony Bank 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 the Create a User button (or select an existing user to edit).Enter the required details as prompted by the interface:
| Field | Notes |
|---|---|
| User Name | Required |
| Status | Required (Active/Disabled) |
| User Access Role | Required (e.g., DEALER MANAGER, DEALER ASSOCIATE) |
| First Name | Required |
| Middle Initial | Optional |
| Last Name | Required |
| Required | |
| Phone | Required |
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
Select the appropriate service categories for this user. Synchrony Bank uses specific categories for permissions:
| Service Category | Recommended |
|---|---|
| Sales Tools | ✅ |
| Management Tools | ❌ |
| Administration | ❌ |
| Help & Resources | ✅ |
The above example corresponds to read-only or basic functionality. If you want to enable Waycore to draft transactions, you should enable the relevant options under Sales Tools (e.g., Enter a Transaction, New Credit Application).
4. Finalize
4. Finalize
Review the setup and click Save User to complete.
Important notes
Use one user per account if separate connections are required.