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
WSFS Bank allows you to grant access to your accounts by creating a User. This is done through Business Online Banking, where you can add a new user with their own login credentials. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | WSFS 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
Create New User.Enter the required details as prompted by the interface.3. Finalize
3. Finalize
Click
Continue to save the new user.Important notes
Use one user per account if separate connections are required.