Santander Bank (US)

How to create and configure an authorized user in Santander Treasury Link.

Overview

Santander Bank (US) allows you to grant access to your accounts by creating a User.

This is done through Santander Treasury Link, where the Client Administrator can:

• add a new user with their own login credentials
• choose which accounts they can access
• 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	Santander Bank (US) term
Delegated user	User
Admin	Client Administrator

Setup steps

1. Navigate to user management

Sign in to Santander Treasury Link.

Go to the Administration module. This module provides comprehensive tools to manage employee profiles and entitlements.

2. Create user

In the Administration module, look for the option to Add User.

Enter the required details as prompted by the interface.

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 account access

Select the account or accounts this user should access.

This must be done for each account individually. If skipped, the user will not see any accounts.

4. Configure permissions (critical)

Setting	Recommended
Balances	✅
Transactions	✅
Statements	✅
Payments (initiate)	❌
Approvals	❌

The above example corresponds to read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.

5. Finalize

Review the setup and click the confirmation button to complete.

Important notes

If no account access is assigned, the user will see no data.

Use one user per account if separate connections are required.