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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

Centennial Bank allows you to grant access to your accounts by creating a user profile. This is done through Cash Management Online Banking, where the Superuser/Administrator can add a new user with their own login credentials and edit user authorities. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

ConceptCentennial Bank term
Delegated userUser
AdminSuperuser/Administrator

Setup steps

1. Navigate to user management

Log in to Cash Management Online Banking.Navigate to the user administration section of the portal.
Initiate the process to add a new user.Enter the required details as prompted by the interface.
Edit the user authorities to define what the user is allowed to see and do.Assign the appropriate account access and permissions as required by the interface.

Important notes

The Cash Management system only allows for one Superuser/Administrator per setup. The Superuser/Administrator is responsible for creating users and editing user authorities.
If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.