> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Linked Accounts

> Linked Account represents your app's `end user` or `customer` who connects and uses **third-party apps** through your platform.

### Overview

Linked Account contains detailed information about your users' integration, allowing you to efficiently monitor and manage integrations.

You can track `app connections`, `total executions`, and `API calls` at the customer level.

<Frame>
  <img src="https://mintcdn.com/cobalt-55/yYFE4rj1UK1LIP4D/images/Guides/Linked-account/Overview.png?fit=max&auto=format&n=yYFE4rj1UK1LIP4D&q=85&s=8c67512374ca3eebb1d01a8f00a21158" width="2880" height="1552" data-path="images/Guides/Linked-account/Overview.png" />
</Frame>

<br />

### Managing Linked Account

Linked Accounts can be `created`, `updated` or `deleted` either through the **dashboard** or **via API**.

<AccordionGroup>
  <Accordion title="via Refold Dashboard" icon="laptop">
    In the Refold Dashboard, go to `Dashboard` > `Linked Accounts`. Click **+ Add Account**, then enter the `Linked Account ID`, `Name` and `UDF Parameter`.

    <Tip>Learn more about UDF parameters in detail [here](https://docs.gocobalt.io/guides/platform/linked-account/udf).</Tip>

    <Frame>
      <img height="200" src="https://mintcdn.com/cobalt-55/yYFE4rj1UK1LIP4D/images/Guides/Linked-account/linked-create.png?fit=max&auto=format&n=yYFE4rj1UK1LIP4D&q=85&s=27fdee46a7baed6e0fa6dc5d55184ca1" alt="Create a single Linked Account" data-path="images/Guides/Linked-account/linked-create.png" />
    </Frame>

    <br />

    You can also `bulk` create linked accounts by importing a `.csv` file.
  </Accordion>

  <Accordion title="via API" icon="code">
    You can create the [**Linked Account**](https://docs.gocobalt.io/api-reference/customer/create-linked-account) using the below curl.
    <Note>Linked account operations should always happen on the server side</Note>

    <CodeGroup>
      ```JavaScript cURL theme={null}
      curl --request POST \
      --url https://api.gocobalt.io/api/v2/public/linked-account \
      --header 'Content-Type: application/json' \
      --header 'x-api-key: <api-key>' \
      --data '{
      "linked_account_id": "<string>",
      "name": "<string>",
      "your_app": {}
      }'
      ```

      ```JavaScript SDK theme={null}
      try{
      await Client.createLinkedAccount({
          linked_account_id: "user@example.com",
          name: "User",
          udf: {
              "phone": "1234567890",
              "address": "123, Queen Street"
          },
          your_app:{
              app_id: "64da0b57c9ae95561bb0a2ea",
              auth_credentials:{
                  "Authorization": "eyJvcmdfaWQiOiI2M2M5M2RhMGI0NmI3MjQzNzg1YTFlMTciLCJsaW5rZWRfYWNjb3VudF9pZCI6IjEyMzQ1Njc4IiwiZW52aXJvbm1lbnQiOiJ0ZXN0IiwiaWF0IjoxNjg2NjQzMDg5LCJleHAiOjE2ODY5MDIyODl9"
              }
          }
      })
      }catch(error){
      //Catch any error
      }
      ```
    </CodeGroup>
  </Accordion>
</AccordionGroup>

<Info>**Linked account id** should be `unique` for every user. It can be any unique `id` eg. `email` or a `primary key` representing the user</Info>

### Monitoring Linked Account

You can get insights into how each customer uses the integration, including logs for `executions`, `schedules`, `events`, and `webhooks`, aiding in observability and debugging.

<Tip>
  To learn more about the Logs available, refer [here](/maintain/logs).
</Tip>

<AccordionGroup>
  <Accordion title=" End user app configuration">
    Your customer must have set certain configuration after authentication. You can change your user configuration from the dashboard.

    <Steps>
      <Step title="Navigate to Config">
        Within the Linked Account **Overview** tab, locate the Application under **Integrations**, click on the `three-dot` button in the respective row and select `Configure`.
      </Step>

      <Step title="Select Config from the Dropdown">
        Choose the desired configuration settings like the value for the **Fields** or Enable or Disable **Workflows** for the Linked Account.
      </Step>

      <Step title="Modify the Configurations and Save">
        Make any necessary modifications to the configuration settings as required by the end customer. Once the changes are made, click on `Save` to update configurations.

        <img height="200" src="https://mintcdn.com/cobalt-55/yYFE4rj1UK1LIP4D/images/Guides/Linked-account/linked-config.png?fit=max&auto=format&n=yYFE4rj1UK1LIP4D&q=85&s=6732982de8b9d711b6d27ec6ecc85de9" alt="Config Management in Linked Account" data-path="images/Guides/Linked-account/linked-config.png" />
      </Step>
    </Steps>
  </Accordion>

  <Accordion title=" Integration Logs">
    You can monitor and troubleshoot the `authentication` and `connectivity` status of an integration.

    To check the Integration Logs, under **Integrations** in `Overview`, click on the three-dot menu of any integration and select `Logs`.

    <img height="200" src="https://mintcdn.com/cobalt-55/yYFE4rj1UK1LIP4D/images/Guides/Linked-account/logs-navigation.png?fit=max&auto=format&n=yYFE4rj1UK1LIP4D&q=85&s=aa09cc26e0109e8484fbcfedea7f04c9" alt="Navigation for Linked Account Integration Logs" data-path="images/Guides/Linked-account/logs-navigation.png" />

    This will display logs in chronological order of all auth events associated with the integration.
  </Accordion>
</AccordionGroup>

By leveraging the features available within Linked Accounts, users can effectively monitor, manage, and optimize their integrations.