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Last Verified: April 14, 2026
Confidence Level: High

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Overview

UniCredit allows you to grant access to your accounts by creating a Local User. This is done through Corporate Portal, 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

ConceptUniCredit term
Delegated userLocal User
AdminCompany Profiles Administrator

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Setup steps

1. Navigate to user management

Sign in to Corporate Portal.From the top navigation, go to: User Administration
Click Create a new user (the + icon).Enter the user’s details:
FieldNotes
First nameRequired
Last nameRequired
Fiscal codeRequired
Initial passwordRequired
Repeat passwordRequired
EmailRequired
Date of birthRequired
Place of birthRequired
Country of birthRequired
Additional emailOptional
Postal codeOptional
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
Click Add new application (the + icon) and select the application (e.g. UniWeb). Then 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.
Click Activate user in UniWeb to profile specific authorizations.
SettingRecommended
Access levelInformative mode
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 Save or Create to complete.

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Important notes

If no account access is assigned, the user will see no data.
Local Users are individuals without signatory powers and authorized to access digital services in informative mode and responsible only of the preparation of order transactions. They cannot authorize transactions.
Use one user per account if separate connections are required.