Documentation Index
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Overview
First Merchants Bank allows you to grant access to your accounts by creating a User. This is done through First Merchants Business Online Banking, where you can take advantage of administration tools to manage your users and the entitlements they have for accounts and transactions. You can set up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | First Merchants Bank term |
|---|---|
| Delegated user | User |
| Admin | Administrator |
Setup steps
1. Navigate to User Management
1. Navigate to User Management
2. Create User
2. Create User
Click
Click
Add User.Enter the required details for the new user:| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| E-Mail Address | Required |
| Phone Country | Required |
| Phone | Required |
| Login ID | Required |
| Password | Required (enter a default password) |
| Confirm Password | Required |
Save New User Details, then click Close.3. Assign rights and limits
3. Assign rights and limits
From the
Admin Tools > Users menu, locate the newly created user and click the edit icon.Click Assign Rights (or the Rights tab).For each Transaction Type, enable it if disabled, and select the specific rights: Draft, Approve, Cancel, and View Online Activity.Under the Approval Limits section, you can set lower limits for the user by changing the Maximum Amounts and Maximum Count.4. Configure features
4. Configure features
Select the
Features tab to give the user access to additional capabilities.Toggle each feature slide on or off for the user. Enabled features will display in blue with a check mark.5. Assign account access
5. Assign account access
Select the
Accounts tab.Select the accounts you want to associate with the user.When you have finished configuring rights, features, and accounts, click Save.Important notes
Use one user per account if separate connections are required.