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
UMB Bank allows you to grant access to your accounts by creating an authorized user. This is done through UMB Business Online Banking, 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 | UMB 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 New User button.Enter the required details as prompted by the interface:
| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Required | |
| Primary Phone | Required |
| User ID | Required |
| Administrator | Optional checkbox |
| Business Bill Pay | Optional |
3. Assign authority level and funding accounts
3. Assign authority level and funding accounts
4. Finalize
4. Finalize
Click the Save button. When you get the confirmation that the update was saved, click the Finished with Business Bill Pay button in the top right corner.
Important notes
Use one user per account if separate connections are required.