Skip to main content
Last Verified: April 10, 2026
Confidence Level: High

​
Overview

Truist allows you to grant access to your accounts by creating a User. This is done through Truist Business 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
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

​
Bank terminology

ConceptTruist term
Delegated userUser
AdminAdmin

​
Setup steps

1. Navigate to user management

Sign in to Truist Business Online.From the top navigation, go to: Business tools → Business admin → Add user
Click Add user.Enter the user’s details:
FieldNotes
First nameRequired
Last nameRequired
User IDRequired
Email addressRequired
Temporary passwordRequired
Phone numberOptional
M.I.Optional
SuffixOptional
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
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.
SettingRecommended
Access levelView only
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet 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.
Review the setup and click Add user to complete.

​
Important notes

If no account access is assigned, the user will see no data.
If you have a mix of business and personal accounts under your user, choose Custom access and select the appropriate business accounts/cards we need View only access to. The default option for ‘Do you want to make this user an admin’ should be ‘No’.
Use one user per account if separate connections are required.