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
EverBank allows you to grant access to your accounts by creating a User. This is done through Business Online Banking, where the Company Administrator can add a new User, assign accounts, and set service permissions to each User without sharing primary login credentials.Bank terminology
| Concept | EverBank 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 the button to add a user.Enter the required details as prompted by the interface.
3. Assign account access
3. Assign account access
Assign the accounts this user should access.
4. Configure permissions
4. Configure permissions
Set the service permissions for the user.
Important notes
Use one user per account if separate connections are required.