Organizations and Workspaces Explained
Learn about the differences between Organizations and Workspaces
Category: PlaidCloud
Installation
Install the PlaidCloud Excel Add-in
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Installation
Create a configuration file, Install and run the PlaidLink (Agent)
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Managing Security Groups and Assignments
Manage security group settings and view membership
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Viewing and Managing Workspaces
Control how workspaces are configured and accessed
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Connecting
Connect Excel with the PlaidCloud Excel Add-in to your PlaidCloud project
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Configure
Create and maintain PlaidLink (Agent) documentation and account access for optimal database and file system enhancement
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Managing Workspace Members
Add, remove, and update access for members to workspaces
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Member (User) Identity
Authentication and Role-based security
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Working with Data
Retrieve and save data using the PlaidCloud Excel Add-in after connecting to a PlaidCloud project
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Upgrade
Perform a manual upgrade of the PlaidLink Agent installation
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Member Management
Add, remove, suspend members from workspace
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Member Authentication
Change Passwords and Authentication options
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Setting Up Auth0 SAML for Single Sign-On
Configure Auth0 as a SAML identity provider for PlaidCloud Single Sign-On
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Setting Up AWS IAM Identity Center SAML for Single Sign-On
Configure AWS IAM Identity Center as a SAML identity provider for PlaidCloud Single Sign-On
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Setting Up Google Workspace SAML for Single Sign-On
Configure Google Workspace as a SAML identity provider for PlaidCloud Single Sign-On
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Setting Up Microsoft Entra ID SAML for Single Sign-On
Configure Microsoft Entra ID (Azure AD) as a SAML identity provider for PlaidCloud Single Sign-On
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Setting Up Okta SAML for Single Sign-On
Configure Okta as a SAML identity provider for PlaidCloud Single Sign-On
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Manage Organization Administrators
Add, remove, and update members responsible for managing an organization
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Managing Single Sign-On for Organization
Set up SAML 2.0 authorization along with attribute passing
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Setting Member Expiration Period
Set member logins to expire after a specified period and remove from organization