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This article applies to:

  • Product: Open Banking
  • Subject: Setup

Manage clients

After you added a new client, you can edit their contact information, request new consent for your client to share their transaction data with you, and check consent status.
  1. Go to the Open Baking page and sign in.
  2. Select the
    Clients
     tab.
  3. Select a client from the Manage clients pane.
    • To make changes to their contact information, select
      Edit Contact
      .
    • To request a new consent or resend a request, select
      Request New Consent
      , then select
      Proceed
      .
    • To check the status of your consent requests, review the
      Status
       column.