Peoples Bank of Canada

How to create and configure an authorized user in Online Business Banking.

Overview

In Online Business Banking, you can grant access to your accounts by setting up a delegate.

This allows you to securely share access with an accountant, partner, or staff member without sharing your primary login credentials. Delegates are assigned a specific status that determines whether they can only view information or if they can also initiate transactions.

Bank terminology

Concept	Peoples Bank of Canada term
Delegated user	delegate
Admin	authorized signer

Setup steps

1. Navigate to Delegate management

Sign in to your business online banking account.

Under Business Services, select Delegate management.

2. Add delegate

Press Add delegate.

Enter the delegate’s details:

Field	Notes
Delegate username	Required
Delegate name	Required
Email address or mobile number	Required to receive temporary password

Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.

3. Assign access level

Assign your delegate’s Access level. You can choose either Read-only or Initiator access.

• READ ONLY Status: Allows the delegate to only view and download anything in online banking.
• INITIATOR Status: Allows the delegate to initiate transactions but they must be approved by an authorized signer.

If you want to enable Waycore to draft transactions on the portal, you should select the INITIATOR status.

4. Confirm and authenticate

Press the check box to confirm your delegate has consented to be a delegate, and press Continue.

Confirm the delegate details and select Continue.

For security purposes, you will receive a seven-digit authentication code. Enter this code and press Continue.

5. Finalize setup

Your delegate will now be added. A temporary password will be sent to your delegate, but for security purposes you will also need to send the delegate the username you chose in a separate communication.

Important notes

INITIATOR status allows delegates to initiate transactions, but they must be approved by an authorized signer.

Use one user per account if separate connections are required.