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Documentation Index

Fetch the complete documentation index at: https://docs.waycore.com/llms.txt

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Overview

Huntington National Bank allows you to grant access to your accounts by creating a new employee (user). This is done through Business Online, where you can add a new user, customize their entitlements or give them full access, and assign specific account permissions.

Bank terminology

ConceptHuntington National Bank term
Delegated useremployee (user)
AdminCompany Administrator

Setup steps

1. Navigate to user management

Log in to Business Online.From the top navigation, select Administration, then User Administration menu.
Click the Add User button on the right hand side of the screen.Enter the employee’s information:
FieldNotes
Phone numberRequired (must be direct, not VRU)
Date of birthRequired
Business addressRequired
Home addressRequired
From the Entitlements & Tokens section, select one of the following from the Copy Entitlements drop-down menu:
  • None — allows you to customize the services and functions
  • Give User Full Access — grants access to all functions and services
  • User’s Name — grants exact same permissions as another user
If using a hard token, select the Token Serial # from the drop-down list.Click the Add User button to create the user.
Select the Account Permissions tab and select the user’s name from the drop-down list.Review the accounts entitled to each service for that user and make any necessary changes by selecting or deselecting the check boxes.Click Save.
Select the Permissions tab and select the user’s name from the drop-down menu.Review the services your user is set up for and make any necessary changes by selecting or deselecting the check boxes.Click Update Permissions.

Important notes

Make sure each new user has a phone number where they can be reached directly. If they cannot be reached to validate their identity, they will not be able to continue.
Use one user per account if separate connections are required.