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
SoFi Bank allows you to grant access to your accounts by creating an Authorized User. This is done through SoFi Big Business Banking, where you can securely set up a user to access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | SoFi Bank term |
|---|---|
| Delegated user | Authorized 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
Assign the appropriate access levels or permissions as required by your organization’s needs.
Important notes
Use one user per account if separate connections are required.