With the CRM plugin in the Midaz Console, you get a dedicated interface to manage alias accounts linked to your holders. The Console gives you a clear, organized view and direct control, so you can create, edit, and manage accounts without leaving the UI. It’s the definitive way to handle alias accounts in Midaz. Whether you’re testing flows, verifying configurations, or documenting behavior, the Console ensures clarity and consistency in every scenario.

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Accessing the Alias Accounts page

To open the Alias Accounts page, click the Manage Alias Accounts button on the CRM page (Figure 1). You can also click the Alias Accounts tab.

Figure 1. Button to access the Alias Accounts list.

The Alias Accounts page will open, displaying information about the Alias Accounts available. (Figure 2)
  • If you do not have any Alias Accounts, the list will appear empty.

Figure 2. The Alias Accounts page displaying the available Holders

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Available actions

From the Holders page, you can:

Create an Alias Account

Edit an Alias Account

Delete an Alias Account