• Multiple teams

    Overview Your Plaid Dashboard account can create or join multiple teams to enable collaboration across different teams or companies. From the Plaid Dashboard you can do the following: Create multi...

  • 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...

  • Billing overview

    Plaid bills for events that occur in our Production environment only.  For our Auth, Balance, Transactions, Identity, and Income products, Plaid bills based on Items that were successfully created ...

  • Managing teammates

    If you have admin access within your Plaid Dashboard account, you can add other teammates to your account and assign different permissions to each teammate as necessary.  Adding or removing a teamm...

  • 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...

  • Viewing Plaid usage

    Once you have sent requests in Development or Production with a live, non-Sandbox access_token, you will start seeing usage data in your Dashboard: The following data can be found within your Dashb...

  • 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 ...

  • 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...