Third Party Management

The Third Party Client Management page is a key tool for Firm Administrators to manage connections with third-party clients. This page allows administrators to view a comprehensive list of all existing connections and offers the ability to revoke any connections as needed.

To access the Third Party Client Management page:

1. Click on Firm Settings 
2. Click on Third Party Management

This list provides a clear overview of the third-party clients linked to your firm, helping you maintain control and oversight of these relationships.

Revoking a Connection

1. Click on Firm Settings, then click on Third Party Management.
2. Browse through the list of connections to find the one you wish to revoke
3. Move your cursor over the connection you want to revoke. This action will reveal the Revoke option.
4. Click the Revoke Button. You will receive a confirmation message. Click Yes. This action will immediately sever the link between your firm and the third-party client. 

Adding new connections cannot be done through the Third Party Client Management page. To add connections, you should visit the InterAction+ Cloud API Answer Center, where you will find detailed instructions and resources to guide you through the process.