Overview

Glide, in partnership with Plaid Identity Verification, offers robust fraud prevention measures to effortlessly onboarding good actors while screening out bad actors.

In order to grant staff members access to view Plaid IDV results, please follow the following steps.

Start on https://plaid.com/ and use the log in button on the top right to log into your dashboard.

Next, click on settings in the navigation bar on the left.

Click on Members in the navigation bar on the left. Then, click on "Add a team member+" in the top right.

Next, enter in the first name, last name, email, and permissions of the staff member you'd like to invite.

Recommended Minimum Privileges:

• General Permissions > Case Review (Includes PII)

• Identity Verification Permissions > View All PII

• Identity Verification Permissions > Manage IDV Sessions

• Monitor Permissions > Monitor Read & Write All

The invited staff member will receive an email invitation and must click the link in the inbox to accept the invitation. Until then, they will be in the invited members section.

Logging In to the Plaid Dashboard

Invited staff members sign in to the Plaid dashboard using the authentication method configured for their Plaid team. This is separate from the account-holder sign-in experience provided through Glide.

Single Sign-On (SSO) for the Plaid Dashboard

Plaid Dashboard SSO is available on eligible plans; Pay-as-you-go plans are excluded. Eligible teams can configure it under Settings > Team Settings > SSO. Plaid does not charge an additional SSO-enablement fee. Contact your Plaid account manager if you need to confirm your plan’s eligibility.