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
TriState Capital Bank allows you to grant access to your accounts by creating a Sub-user. This is done through AdvantageTSC Direct, where you can securely add a new user with their own login credentials and define what they are allowed to see and do, such as viewing balances or initiating payments, without sharing your primary login.Bank terminology
| Concept | TriState Capital Bank term |
|---|---|
| Delegated user | Sub-user |
| Admin | 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 new user.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Select the appropriate roles and permissions for the user based on the level of access required.
4. Finalize setup
4. Finalize setup
Review the setup and click the confirmation button to complete.
Important notes
Use one user per account if separate connections are required.