Your Dashboard Account
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Plaid environments overview
Plaid has three different environments: Sandbox, Development, and Production. Each environment is hosted separately, and data does not flow between environments. Sandbox Our Sandbox environment, h...
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Billing overview
This article covers: Usage Fees, Minimum Usage Fees, Transactions Billing, Managing Subscription Fees, Item Removal, Timezone, Plaid Integration Partner Billing, Update Billing Contact, Update Pay...
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Managing team members
General permissions You can assign specific permissions to each team member that you add to your Plaid account: Support: users have view access to the Activity menus (Usage, Status, Logs, and Paym...
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API key rotation and permissions
Plaid provides one secret for each of our three environments; Sandbox, Development, and Production. Both Production and Development secrets are provided once you request and receive access. In the...
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Resetting your password
If you wish to reset your password, navigate to the Dashboard login page and select Reset Password. On the Reset your password page, enter your email address and select Reset password. Plaid will ...
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Two-factor authentication for the Dashboard
What is two-factor authentication? Two-factor authentication is an extra layer of security designed to make sure you’re the only person who can access your Dashboard account. In addition to your pa...