NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
Arch28 OF 28 CAPABILITIES ASSESSED

Who can see which client in Arch

Arch client accounts and investing entities with the people who hold a role on each, with logins created and client account roles granted and removed from Ploy.

TYPE · SAASAUTH · OAUTH CLIENT CREDENTIALSDOMAIN · ARCH.CO
Arch connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync Arch usersEveryone who holds a role on a client account or investing entity arrives in Ploy as an identity.
READ
Map client accounts and investing entitiesEach client account and investing entity lands as a resource, with each person's role on it, such as Full Access, Tax Only or View Only.
READ
Create loginsPloy creates an Arch login with the person's name and email. They see nothing until a role is granted.
WRITE
Grant and remove client account rolesFrom a client account's page in Ploy, people are given a role or have it removed.
WRITE
Remove accessPloy removes every role a person holds on client accounts, so they can see nothing.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

JOINERS

A new starter sees the right clients

The onboarding flow creates the Arch login and grants the client account roles their team needs.

REVIEWS

Client access in the same campaign

Firm staff, clients and outside advisers such as a family's accountant sit side by side, so a reviewer sees exactly who can see each client.

LEAVERS

No client data after the last day

Offboarding removes the person's client account roles, and Ploy names any roles that must still be removed in Arch.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Request API credentials

Ask Arch support for a Client API client ID and secret.

STEP 02

Enter the details

Enter the client ID and client secret from the link Arch sends you.

STEP 03

Watch the first sync

Client accounts, investing entities and the people with roles on them land in the graph.

2.4OFTEN CONNECTED TOGETHER
WorkdayHR SOURCEOktaIDENTITY SOURCESlackAPPROVALS
BROWSE ALL 117 INTEGRATIONS

Connect Arch, see it in 10 minutes.