The Plaid Dashboard allows you to create and join multiple teams. Teams can be set up by product or initiative and can be used to manage access. Each team has their own API keys and billing information.
To create or edit a team, please follow the below instructions:
- Log in to the Plaid Dashboard.
- The Dashboard will show the current team in the top left corner. Click that to open the teams dropdown.
* To create a new team, select Create a new team toward the top right. Fill out the form that appears with "Company Name" and "What are you building?".
* To view an existing team that you are assigned to, find the relevant team name and select it.
* To edit an existing team, select the relevant team name, then click Settings in the left-hand sidebar. (You must have the "Team Management" permission to access these sections.) Settings is grouped into Company Settings, Team Settings, and Platform Settings; the sections most commonly used to manage a team are:
- Compliance Center (under Company Settings): On the Company profile tab, update your company name and legal entity, business location, and billing contact. On the App profile tab, update the app name, logo, and branding used to register your app with OAuth institutions, plus the support contact shown to your end users on the Plaid Portal.
- Members (under Team Settings): Add, remove, and update permissions for members of your team.
For full details, see our docs.