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How to Add a Team Member in Plaid Account
How to Add a Team Member in Plaid Account
This documents describes the steps involved in adding Cloud Maven representative to the Plaid account.
Login into the Plaid Dashboard with your unique credentials provided by Plaid
Go to Team Settings --> Members
Click on Add a Team Member.
FirstName: {Rep First Name}, LastName: {Rep Last Name}, Email: {Rep Email}
Click Next
Select the checkbox for
General →
Support(Ability to raise tickets on behalf of the Client in case of any issue with the data)
Team Management(Ability to see the API Keys)
API Secrets →
Production, Development, Sandbox
7. Click on Send Invitation
, multiple selections available,
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