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
Umpqua Bank allows you to grant access to your accounts by creating a User. This is done through Commercial Online Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do by enabling specific services. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Umpqua Bank term |
|---|---|
| Delegated user | User |
| Admin | Company Administrator |
Setup steps
1. Navigate to user creation
1. Navigate to user creation
2. Enter user details
2. Enter user details
Click the
create new user button.Create a unique username and password, and enter the following details:| Field | Notes |
|---|---|
| username | Required |
| password | Required |
| email address | Required |
| work phone number | Required |
3. Configure services and accounts
3. Configure services and accounts
Click
Next until you reach the Services and Accounts list.Ensure the following services are enabled:- ACH Reporting
- Deposit Reports
- Imaging Returns
- Incoming Wire Report
- Information Reporting
- Full Account Recon
- Statements and Documents
4. Finalize
4. Finalize
Click
Continue as prompted through the remaining screens.Finally, click Create User to complete the setup.Important notes
Use one user per account if separate connections are required.