Last Verified: April 14, 2026
Confidence Level: High
Confidence Level: High
Overview
Trustmark National Bank allows you to grant access to your accounts by creating a User. This is done through myTrustmark® Business, 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 | Trustmark National Bank term |
|---|---|
| Delegated user | User |
| Admin | Company Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add User.Enter the user’s details:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Login ID | Required |
| Email Address | Required |
| Phone Number | Required |
| Phone Country | Optional |
| User Role | 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. Assign account access
3. Assign account access
Navigate to
Settings → User Roles. Select the role assigned to the user, or Create Role.In the Accounts box, choose the account(s) allowed for this transaction type.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 | Can view all transactions |
| 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
Save New User Details to complete.Important notes
Use one user per account if separate connections are required.