Overview

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Choose how to launch Link

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Choose the workflow

• Verifications: Create a session and use the returned link to launch Link.
• Data APIs: Create a user token for the user and use it to initialize embedded Link.

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Choose how users open Link

• Embedded Link: Use the Web SDK or a supported Mobile SDK. Initialize Link with connectUrl for a verification session or userToken for a Data API workflow.
• Hosted Link: Open the verification session’s link directly in a browser. See Hosted Link.
• Email or text invitation: Send a verification invite through the API by creating a session with type set to invite.

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Standard connection process

• Step 1
• Step 2
• Step 3
• Step 4

The user searches from a general list of potential income sources. This includes employers, government entities, and payroll services.

If the user cannot find their source of income from this general list, they will be prompted to search from a list of only payroll providers that service multiple employers.

These payroll providers are searchable in step 1, but we have found narrowing the search focus to payroll providers improves the connection success rate for users.

If the user successfully finds their source of income, they are taken to its respective login screen. From the login screen, the user can enter their login credentials to connect their account.

• If the user cannot remember their login credentials, the login screen provides a link to the platform’s username/password reset process.
• Each login screen is tailored to match the input fields used by the underlying payroll system. For example, some systems require a username and password, others an email and password, while others may use SSO methods to login. You can preview the login screen for any employer or payroll system in the Flows section of Console.

For phone number logins, Link will automatically adjust the country code and input format based on the user’s device settings:

If the user cannot ultimately find their source of income, they are asked to submit a response form and list their employers or payroll providers.

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Link screens

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Additional resources

• Visit our Workflows Guides to learn how to adjust Link’s payroll account connection process and enable document upload.
• Branding and customizing Link is discussed in our Flows Guides.
• (Embedded Link) Create automations using Link Callbacks.
• (Embedded Link) Capture how users interact with Link using our Tracking Guide.