Overview

• 1: Organizations and Workspaces Explained
• 2: Viewing and Managing Workspaces
• 3: Managing Workspace Members

1 - Organizations and Workspaces Explained

Organizations are a collection of one or more workspaces. All data and projects exist within workspaces. Organizations only serve as a way to manage multiple workspaces.

Security and access controls are managed by each workspace to cater to the workspace's unique role within the organization. PlaidCloud’s workspaces aim to maximize collaboration and increase information access while restricting access to private or confidential information.

In PlaidCloud, Organizations serve as the foundation, while Workspaces are designed to help support unique needs. With PlaidCloud being a multi-tenant workspace service, it provides flexibility by eliminating the need to perform technical configurations of isolated workspace environments. PlaidCloud is designed to provide maximum collaboration and flexibility while ensuring that privacy and confidentiality are never compromised through complete isolation of people and data by workspace.

PlaidCloud’s Organizations makes managing small teams, large teams, and multinational organizations easy. It allows you to easily integrate authentication and member management into existing systems or, if you choose to, manually manage them. PlaidCloud’s multiple tiers of access control simultaneously minimizes management overhead and keeps data and activities compartmentalized.

While this may sound complex, we keep the process as simple as possible, so getting started and scaling up is not difficult.

PlaidCloud is broken down into the following levels of access control:

Each progressive layer of control enables administrators to apply access controls and permissions for certain operations.

2 - Viewing and Managing Workspaces

Workspaces allow an Organization to operate as its own cloud-based service for small to large Organizations. For example, small teams may have a single workspace in their Organization, while large Organizations may have hundreds of specialized workspaces.

Workspaces manage access and visibility while providing isolated areas for an Organization’s members to operate. Workspace access is assigned to members in a private, multi-tenant environment for the Organization. With workspaces, teams can collaborate on open projects within some workspaces while maintaining strict confidentiality in other workspaces.

Since workspaces are fully isolated, data cannot be directly shared or accessed across workspaces. However, workspaces can access the same shared Document area, so that sharing of files between workspaces is possible if desired.

Viewing and Managing Workspaces

Viewing and managing workspaces within an Organization is simple. You must be an Organization owner to manage workspaces. To view and manage workspaces:

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”

This will bring you to a table showing all the current workspaces within the Organization. From here you can create, update, suspend, and delete workspaces, add apps to workspaces, and manage member access to each workspace.

Creating a Workspace

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the “New Workspace” button
4. Complete the required fields
5. Click “Submit”

Updating a Workspace

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the edit icon of the desired workspace
4. Adjust the fields as desired
5. Click “Submit”

Suspending a Workspace

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Uncheck the “Active” checkbox of the desired workspace
4. Click “Submit”

Deleting a Workspace

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the delete icon of the desired workspace
4. Click “Delete” again

Managing Apps Available in Workspace

By default, new workspaces have three apps automatically added: Analyze, Document, and Identity. While Identity cannot be removed because it is essential to managing access and roles within a workspace, Analyze and Document can be removed. To manage which apps are available in a workspace, including custom apps:

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click on the apps icon for the workspace you want to modify the associated apps
4. If you want to remove and app, click on the delete icon for the app to remove and confirm the deletion
5. If you want to add a new app, click on the Add App to Workspace button, select the app you want to add, check the Enable for Use checkbox, and click the create button

3 - Managing Workspace Members

While members may be associated with other workspaces within an Organization, each workspace has it's own access restrictions. Members must be granted permission to view and access a workspace.

Adding Members

To add a member:

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the members icon
4. Select the desired member and drag them to the appropriate column
5. Click “Submit”

To send an invite:

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the invite icon

This process will send an email invitation to the member. The member then needs to click the link in the email and follow the directions to login or create an account if they are new to PlaidCloud. After a successful login, the member will be added to the workspace.

Removing Members

To remove a member:

1. Select “Organization Settings” from the menu in the upper right of the browser
2. Click “Workspaces”
3. Click the members icon
4. Select the desired member and drag them to the appropriate column
5. Click “Submit”