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
Texas Capital Bank allows a Primary System Administrator (PSA) to grant access to BankNow Treasury Services by creating a new User. This process involves selecting from pre-defined User Role Templates and assigning the necessary features, such as CreditNow or other banking services. In some cases, setting up a new User may also require the Primary System Administrator to order and assign an RSA SecurID software token for secure login.Bank terminology
| Concept | Texas Capital Bank term |
|---|---|
| Delegated user | User |
| Admin | Primary System Administrator (PSA) |
Setup steps
1. Navigate to User Roles
1. Navigate to User Roles
2. Select a User Role Template
2. Select a User Role Template
Select an appropriate role from the
User Role Templates.3. Configure features
3. Configure features
Go to
Features and search for the specific services the User needs to access (for example, search for CreditNow and select the option to enable it).Enter the required details as prompted by the interface.4. Order a security token (if required)
4. Order a security token (if required)
If the User requires a security token for login, navigate to
Token Maintenance within the System Administration menu.Select the User to issue a token to, fill out the form using their Binding ID (or Device ID for Android users), and order a Mobile Token. The token will be distributed via email for the User to activate.Important notes
Use one user per account if separate connections are required.