May 19, 2025
Enhanced Access Management for Plaid Dashboard
Security has always been foundational at Plaid, but today, we’re taking a major step forward for our enterprise customers. We’re rolling out a new set of security and access management features in the Plaid Dashboard, designed specifically for the complex needs of larger organizations.
With support for SSO, SCIM, SAML Roles, and detailed Audit Logs, the Dashboard is evolving into a powerful, enterprise-ready hub for access and security management. These capabilities help IT teams simplify user management, enforce governance at scale, and meet rigorous compliance standards—all without compromising usability.
If you’re managing a growing team or tightening security posture, Plaid now fits more seamlessly into your enterprise stack.
What’s New
Single Sign-On (SSO)
Single Sign-On (SSO) gives IT and security teams a simple, secure way to manage access to Plaid. By enabling users to authenticate through your existing identity provider—like Okta, Azure AD, or Google Workspace—SSO eliminates the need for separate Plaid credentials and reduces the risk of password-related vulnerabilities.
It also centralizes access control, so admins can onboard and offboard users through one system, enforce consistent policies, and streamline day-to-day identity management. SSO is already live across the Plaid Dashboard and easy to configure.
SCIM / Directory Sync (Coming in June)
SCIM (System for Cross-domain Identity Management) is designed for IT and security teams who need to manage user access at scale. By syncing Plaid with your identity provider, SCIM automates user provisioning and deprovisioning—ensuring access updates happen instantly as roles change.
When a new employee joins or someone leaves, their Plaid access is granted or revoked automatically—no manual steps or tickets required. SCIM is fully self-serve, configurable in the Dashboard, and built to help fast-moving organizations stay secure and compliant.
SAML Roles
SAML-based role mapping gives IT teams precise control over who can do what in Plaid, directly from your identity provider. By assigning roles like Admin, Viewer, or Developer to user groups within your IdP, you can manage permissions centrally and enforce least-privilege access across your organization.
While setup requires coordination with your Plaid Account Manager, once enabled, your IdP governs role assignments automatically. This is especially valuable for enterprises with strict compliance standards or separation-of-duties policies.
Audit Logs (Coming in Q3)
For many teams, understanding who did what and when is critical for audit readiness, incident response, and internal reviews. With Audit Logs, Plaid admins will gain access to a new Dashboard section that tracks key actions performed across the platform.
Audit Logs will include:
User identity (who made the change)
Action type (e.g., modified settings, added users, API key generation)
Timestamps for each recorded activity
Logs can be easily filtered, reviewed, and exported in CSV, PDF, PNG, or JPEG formats for use in internal audits or compliance reports. While the initial release focuses on core Dashboard actions, future iterations will include events specific to individual Plaid products like IDV, Transfer, and Signal.
Designed for Enterprise. Delivered for Everyone.
These enhancements are just the start. We're building with the long term in mind, and our roadmap includes:
API access to Audit Logs for deeper automation and SIEM integration
Extended log retention, expanding from 14 to 90 days
Support case analytics and richer user activity insights across Plaid products
Whether you're a global bank, a scaling startup, or somewhere in between, we’re committed to giving you the transparency, control, and audibility needed to build securely and confidently with Plaid.