Berkshire Bank

How to create and configure an authorized user in BerkOnline®.

Overview

Berkshire Bank allows you to grant access to your accounts by creating a User.

This is done through BerkOnline®, 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

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Berkshire Bank term
Delegated user	User
Admin	Company System Administrator

Setup steps

1. Navigate to user management

Sign in to BerkOnline®.

Navigate to the user management section.

2. Create user

Initiate the process to add a new user.

Enter the required details as prompted by the interface.

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

Select the account or accounts this user should access.

This must be done for each account individually. If skipped, the user will not see any accounts.

4. Configure permissions (critical)

Assign the appropriate permissions for the user.

Setting	Recommended
Access level	Read-only
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.

Important notes

If no account access is assigned, the user will see no data.

Exact UI terminology and navigation paths may vary slightly as Berkshire Bank recently merged with Brookline Bank to form Beacon Bank, and platforms may be updating.

Use one user per account if separate connections are required.