Control Plane
The PlaidCloud control plane is for partner administrators and customer administrators who manage organizations and workspaces. Use it to create workspaces, assign workspace ownership, choose release behavior, enable workspace services, configure branding, and manage organization-level access.
What You Can Manage
Section titled “What You Can Manage” Organizations Configure organization identity, billing metadata, SSO behavior, and organization administrators.
Workspace Configuration Review every workspace setting available in the control plane, including services, release channels, branding, lakehouse access, and maintenance.
Navigation
Section titled “Navigation”After you sign in, use the left navigation:
- Open Organizations to view or edit organizations you administer.
- Open Workspaces to view, create, edit, pause, unpause, or bulk-update workspaces you can manage.
- Use your profile menu to update your account profile or sign out.
The actions you see depend on your organization roles. For example, a user with workspace access can manage workspaces for an organization, while a user with security access can manage invitations and roles.
Organization access is controlled by these roles:
| Role | What It Allows |
|---|---|
| Admin | Edit organization settings and manage organization-level administration. |
| Workspace | Create, edit, pause, unpause, delete, and version workspaces in the organization. |
| Security | Invite users, remove users, and edit organization roles. |
| Billing | View billing information when billing access is enabled. |
Roles are assigned from the organization access dialog. A pending invitation becomes active after the invited person accepts it.