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
Citizens Bank allows you to grant access to your accounts by creating a Sub User. This is done through accessOPTIMA®, 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, 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 | Citizens Bank term |
|---|---|
| Delegated user | Sub User |
| Admin | Super User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Add a Sub User
2. Add a Sub User
Add one or more “Sub Users” through the user management or security settings in the account. Enter the required details as prompted by the interface.
3. Set Permissions
3. Set Permissions
Choose which accounts and functions (view, statement access, transfers, bill payments, etc.) the Sub User can access. Only view permissions are necessary, which allows access to balances, transactions, check images, and digital statements.
Important notes
Use one user per account if separate connections are required.