Valley National Bank

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

Overview

Valley National Bank allows you to grant access to your accounts by creating a user. This is done through Valley Business Online Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do.

Bank terminology

Concept	Valley National Bank term
Delegated user	user
Admin	admin

Setup steps

1. Navigate to user management

Sign in to Valley Business Online Banking.

From the left-hand navigation, go to Commercial → User Roles to first create a role, then Settings → Manage Users to add the user.

2. Create user

First, under User Roles, click Create Role, name it (e.g., “Waycore”), configure permissions, and save.

Then, go to Settings → Manage Users and click Add User.

Enter the required details as prompted by the interface.

3. Assign account access

While creating the User Role, click the Accounts tab at the top.

Select the account or accounts this user should access by changing the circles to check marks for View, Deposit, and Withdraw, or select all.

4. Configure permissions

While creating the User Role, configure the Transactions and Features tabs.

Select the appropriate granular permissions to allow the user to view balances, transactions, and statements.

5. Finalize

Review the setup and click Save New Details to complete. Provide the Login ID and default password to the new user.

Important notes

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

Use one user per account if separate connections are required.