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Last Verified: April 10, 2026
Confidence Level: Medium

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Overview

IntraFi allows you to grant access to your accounts by creating a Authorized Individual. This is done through Depositor Control Panel, 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
You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

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Bank terminology

ConceptIntraFi term
Delegated userAuthorized Individual
AdminInsufficient Data

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Setup steps

1. Navigate to user management

Sign in to Depositor Control Panel.From the top navigation, go to: Profile → Manage Account Access → Share Access
Click Share Access.Enter the user’s details:
FieldNotes
Email AddressRequired
Account(s) To ShareRequired
Depositor NameRequired
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
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.
SettingRecommended
Access levelInsufficient Data
Balances✅
Transactions✅
Statements✅
Payments (initiate)❌
Approvals❌
Daily limitsSet as appropriate
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.
Review the setup and click Confirm and Share Access to complete.

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Important notes

If no account access is assigned, the user will see no data.
Delegated users create their own unique username and password via an email invitation. Authorized individuals may view account activity and participate in Depositor Placement Review, including rejection of proposed placements.
Use one user per account if separate connections are required.