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Permissions & App Directory

Manage user consent and view connected applications

Overview

After completing your Core Exchange integration, Plaid offers additional tools to help you understand how your data is being accessed.

  • Permissions Manager lets you look up authorization details for your customers' connections, view API documentation, and configure webhooks for real-time alerts when customers connect or disconnect.
  • App Directory shows which Plaid-powered applications your customers are connected to, including app categories and connection counts.

These features are not required for launch but are recommended for monitoring connections and staying informed about how your customers interact with Plaid-powered applications.

Note: For single-institution Dashboard accounts, these features are available via no-code Dashboard configuration. For platform accounts, they are available via API only.

Permissions Manager

The Permissions Manager allows you to:

  • Search by customer to view authorization details of their connections
  • View detailed API docs
  • Set up webhooks to get real-time alerts each time a customer connects to or revokes access from a new application

Dashboard access (single institution only)

For single-institution accounts, the Permissions Manager is available directly in the Dashboard with no API integration needed.

Permissions Manager search interface for looking up user connections
Search by customer to view authorization details
Permissions Manager API documentation view
View API documentation for Permissions Manager

Webhooks

Configure webhooks to receive real-time notifications when authorization events occur, such as when a customer connects a new application or revokes access. Common use cases include maintaining audit trails, triggering internal workflows, and powering a customer-facing consent portal.

Webhook configuration interface
Configure webhooks for real-time connection and disconnection alerts

For more details on webhook events and consent management, see Consent management.

API access (all integration models)

For platform accounts or automated workflows, integrate with the Permissions Manager APIs to programmatically access authorization records. For more details, see Consent management.

App Directory

The App Directory displays details about the apps your customers are connected to, including categories and the number of connections. You can also view additional resources for the App Directory's FDX-aligned API.

App Directory showing connected applications with categories and connection counts
View connected applications and their details

Note: For single-institution accounts, App Directory is accessible via the Dashboard. For platform accounts, it is available via API only.