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
ServisFirst Bank allows you to grant access to your accounts by creating a delegated user in the eServis Business Online portal. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login. The Advanced eServis Business Online portal features dual-control capabilities for secondary approval of monetary transactions and uses secure browser technology without requiring hardware tokens.Bank terminology
| Concept | ServisFirst Bank term |
|---|---|
| Delegated user | Sub-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. Configure permissions
3. Configure permissions
Assign the appropriate access levels and permissions as prompted by the interface.
Important notes
Use one user per account if separate connections are required.