[Reseller Partner] How to file a case on behalf of an end customer?

If you're a Reseller Partner, the best way to file a support case on behalf of an end customer is through the Reseller Dashboard.

1. Navigate to the Plaid Dashboard
2. On the Get help page, select Create case
3. Choose the appropriate category
4. Check the box that indicates you're filing the case on behalf of an end customer
5. Select the correct customer from the dropdown menu

Note: This option isn’t available for all support categories. If the checkbox doesn't appear—or if you run into issues—try the alternative method below.

If that flow doesn’t work, you can file a case directly from the end customer's dashboard:

1. Go to Manage end customers > Summary
2. Select the correct end customer
3. You’ll be taken to that customer’s dashboard
4. From there, file a case using the standard case submission flow