Embedded Experiences

Embed, brand, and customize Argyle's payroll connection experience.

Overview#

Link can be embedded directly within your website or application.

• Embedded experiences customize Link's default payroll connection process.
• Embedded experiences can only be applied to embedded instances of Link.
  Visit our Link Initialization Guide for technical information on how to embed Link.

• Multiple embedded experiences can be created, each with their own customized Link connection experience.

Creating embedded experiences#

To create an embedded experience flow:

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. Select + New Flow then select Embedded Experience.
4. Add customizations, name your embedded experience, and save.

Applying embedded experiences to Link#

1. Navigate to the Flows section of Console.
2. Copy the ID (e.g. V32M5YBC) of the embedded experience you want to apply.
3. Use the ID as the value for the flow_id parameter in your Link initialization code.

Customizations#

Branding#

• Add your company name.

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.

Intro screen#

• Enable, brand, and customize Link's optional 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.
  • Callback: Closes Link and triggers the onCantFindItemClicked callback.

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.