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
Valley National Bank allows you to grant access to your accounts by creating a user. This is done through Valley Business 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.Bank terminology
| Concept | Valley National Bank term |
|---|---|
| Delegated user | user |
| Admin | admin |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
First, under
User Roles, click Create Role, name it (e.g., “Waycore”), configure permissions, and save.Then, go to Settings → Manage Users and click Add User.Enter the required details as prompted by the interface.3. Assign account access
3. Assign account access
While creating the User Role, click the
Accounts tab at the top.Select the account or accounts this user should access by changing the circles to check marks for View, Deposit, and Withdraw, or select all.4. Configure permissions
4. Configure permissions
While creating the User Role, configure the
Transactions and Features tabs.Select the appropriate granular permissions to allow the user to view balances, transactions, and statements.5. Finalize
5. Finalize
Review the setup and click
Save New Details to complete. Provide the Login ID and default password to the new user.Important notes
Use one user per account if separate connections are required.