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
Intesa Sanpaolo allows you to grant access to your accounts by creating an Utente (user). This is done through Inbiz, where you 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
Bank terminology
| Concept | Intesa Sanpaolo term |
|---|---|
| Delegated user | Utente / Utente Operatore |
| Admin | Master / Configuratore |
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:
| Field | Notes |
|---|---|
| Name | Required |
| Surname | Required |
| Company | Required |
| Tax code | Required |
| Mobile phone | Required for OTP |
| Required |
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. Configure permissions
3. Configure permissions
Select the
Prodotti (Products) section to define the user’s operational profile.You can assign specific roles using predefined templates or select granular permissions (Consult, Enter, Authorise, Send, Sign and send, Delete) for each product category (Information, Payments, Collections, Other products).4. Assign account access
4. Assign account access
Under the
Products and accounts section, select the specific accounts this user should be able to access.5. Finalize
5. Finalize
Save the configuration. The Master or Configurator user must then send the request to the Bank to deliver the credentials to the new user.
Important notes
Use one user per account if separate connections are required.