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
TowneBank allows you to grant access to your accounts by creating a Sub-User. This is done through Business Online Banking, where you can:- add a new sub-user with their own login credentials
- choose which accounts they can access
- define what they are allowed to see and do by assigning specific service categories
Bank terminology
| Concept | TowneBank term |
|---|---|
| Delegated user | Sub-User |
| Admin | Sub-User Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
On the Sub-Users Administration page, click the
I want to drop-down menu on the right side and select Add A New Sub-User.Enter the user’s details:| Field | Notes |
|---|---|
| Access ID | Required |
| Name | Required |
| Mobile Phone | Required |
| SSN | Required |
| Required | |
| Alternate Phone # | Optional |
| Sub-User Administrator | Checkbox |
| Temporary Passcode | Required |
| Confirm Temporary Passcode | Required |
| IP Address | 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 account access and permissions
3. Configure account access and permissions
Scroll down to the “Access to Accounts” section on the same page.For each specific account, select the appropriate “Basic Services” level (e.g., “None”, “Payroll”) from the drop-down menu to assign permissions.
4. Finalize
4. Finalize
Review the setup and click
Submit to complete.Important notes
Use one user per account if separate connections are required.