Authorized Users

Overview

Authorized Users represent individuals that have full access to the Customer's financials - they are able to authenticate and create a Customer Token and initiate any activity on behalf of the customer. This feature is used mostly in Business customers and Sole Proprietors, where the customer is a Business that can have multiple individuals managing its financials. Additionally, Authorized Users can have access to all customer accounts through exchange networks, such as Plaid, enabling seamless financial data integration. This access can be controlled using the canConnectWithAuthVendor attribute.

Note

For Individual customers, Authorized users should not be used, except for very specific use cases. Please consult Unit if you plan to use this feature for individuals.

Key Concepts

• Full Access: Authorized users can authenticate and perform any activity on behalf of the customer
• Business Use Case: Primarily used for Business customers and Sole Proprietors with multiple individuals managing financials
• Exchange Network Access: Can connect through networks like Plaid for financial data integration
• Access Control: The canConnectWithAuthVendor attribute controls exchange network access

Related Resources

Resource	Description
AuthorizedUser Type	The AuthorizedUser type definition
Customer Token	Tokens for customer authentication
Business Customer	Business customer resource
Individual Customer	Individual customer resource