Shareable URLs

Create URLs that link to Argyle's payroll connection experience.

Overview#

Shareable URLs connect your users to a hosted Link experience, where they can connect their payroll accounts and make deposit switches.

• Multiple shareable URLs can be created, each with their own customized landing page, Link connection experience, and success page.
• Unique external identifiers can be associated with each shareable URL, allowing you to map users to specific campaigns, branches, or console members.
• With URL modifications, you can modify the URL path to overwrite:
  1. Who receives an email notification when there is a successful connection through the shareable URL.
  2. Which external identifier should be associated with the Shareable URL.

Creating shareable URLs#

To create and customize a shareable URL:

1. Sign in to Console with an Admin, Full member, or Developer account. (See roles and permissions)

2. Navigate to the Flows section of Console.

3. Check if you have the Sandbox mode toggle ON or OFF.

   When the Sandbox toggle is ON, shareable URLs will connect to Argyle's Sandbox Testing environment, which allows you to connect sample users.

4. Click + New Flow then select Shareable URL.

5. Add customizations, name your shareable URL flow, and save.

URL modifications#

After creating and saving a Shareable URL using the steps above, it will look like this:

https://console.argyle.com/connect-url/{unique_code}

URL modifications let you overwrite the (1) email notification recipient and (2) external identifier while keeping other saved customizations.

1. When creating a Shareable URL in the Flows section of Console, in General settings, add a whitelisted company email domain. This is for security, and ensures only someone from your organization can be notified by email.

2. Add the email and/or external identifier to the end of the Shareable URL:

   1Examples:
   2
   3Email overwrite:
   4https://console.argyle.com/connect-url/{unique_code}[email protected]
   5
   6External identifier overwrite:
   7https://console.argyle.com/connect-url/{unique_code}?external_id=winter_campaign
   8
   9Email and external identifier overwrite:
   10https://console.argyle.com/connect-url/{unique_code}[email protected]&external_id=winter_campaign
   

Notable:

• Only one email can be specified at the end of the URL.
• If no overwrite is used, the email(s) and/or external identifier saved in Console will be used.
• If the overwrite email does not end in a whitelisted email domain address, the email(s) saved in Console will be used.

Sending shareable URLs#

Shareable URLs are standalone URLs you can include anywhere on your website, within emails or direct ad campaigns, inside your applications, or in any other method of contact with your users.

Deactivating shareable URLs#

Shareable URLs can be deactivated (and re-activated) individually in the Flows section of Console via the more actions (three vertical dots) dropdown. Deactivated shareable URLs are marked as Disabled in Console and will present a special "No action needed" landing page.

Reconnecting users#

Within the Connections section of Console, users that originally entered Link via a shareable URL will be indicated by a green paperclip icon.

If a user needs to return to Link to reconnect an account, hover over the green paperclip icon and click to copy a unique URL specific to this individual user. Sharing this unique URL with the user will allow them to return to Link to reconnect their existing accounts (no login credentials needed).

Customizations#

Branding#

• Add your company name, logo, and an accent color for the landing and success page.

General settings#

• Choose whether to receive an email after a successful payroll connection.
• Choose whether to use external identifiers, which will be attached to any user who clicks on this unique shareable URL.
• Whitelist an email domain that can be used with URL modifications.

Document upload settings#

When document uploads are enabled for either the intro screen, search and connect screen, and/or the success screen:

• Customize the text of the document upload submission screen.
• Select the document upload categories you would like to display. Choose whether a selected category is optional or required. If required, specify how many documents are needed for the category.
• The "Miscellaneous" category can be re-named.

Landing page#

• Customize the text of the landing page.

Argyle Link#

Intro screen

• Enable, brand, and customize Link's optional introduction screen.
• Optionally enable document uploads from the introduction screen.

Search and connect:

• Adjust Link's default text.

  Link's default text is generalized to maximize the percentage of users that are able to successfully connect their payroll accounts in wide variety of use cases, but can be adjusted as needed to suit your use case or branding requirements.

• Adjust Link's payroll connection process:

  • Search: Users can search for their employer or payroll provider. You can adjust which types of Items are shown and the appearance of Link's home screen.
  • List: Only show Items you specify to users in Link.
  • Direct login: Directly connect users to a specific Item.
  • Doc upload: Let users upload employment documents directly from their device.

• Omit individual Items from Link search, or specific types of Items based on their support for deposit switching or mapping status.

• Fallback experiences: Choose what users are shown after submitting invalid credentials or if they are unable to find their employer/payroll provider:

  • Form: Present users with a question form asking them to list their employer or payroll provider. Forms can be retrieved via Console or via the API.
  • Document upload: Let users upload employment documents directly from their device. Uploaded documents can be retrieved via Console or via the API.

Success screen:

• Adjust the text shown after a user successfully connects a payroll account.
• Allow users to connect additional (more than one) payroll account.
• Allow users to upload documents after a successful connection.

Success page#

• Customize the text shown to users after they exit Link.
• Add an exit button and (optionally) redirect users back to your website or application.