Organizations and Workspaces Explained
Understand PlaidCloud organizations and workspaces, how they relate to each other, and how to structure your access hierarchy.
Tag: Plaidcloud
Installation
Install the PlaidXL Excel Add-in to connect Microsoft Excel directly to PlaidCloud for data retrieval and management operations.
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Installation
Install the PlaidLink agent on your local network or server to enable secure data access between PlaidCloud and protected systems.
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Managing Security Groups and Assignments
Manage PlaidCloud security groups, assign members to groups, and configure group-based access permissions for your workspace.
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Viewing and Managing Workspaces
View and manage your PlaidCloud workspaces including settings, membership, connected services, and workspace configuration options.
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Connecting
Connect PlaidXL to your PlaidCloud workspace to start importing, exporting, and managing data directly from Microsoft Excel.
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Configure
Configure PlaidLink agent settings in PlaidCloud including connection parameters, security options, and communication preferences.
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Managing Workspace Members
Add, manage, and remove workspace members in PlaidCloud including inviting new users, setting roles, and managing permissions.
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Member (User) Identity
Configure PlaidCloud member identity settings including authentication methods, role-based security, and user profile management.
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Working with Data
Retrieve PlaidCloud data tables and views directly into Microsoft Excel using PlaidXL for local analysis and reporting tasks.
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Upgrade
Upgrade your PlaidLink agent to the latest version to access new features, security patches, and improved system compatibility.
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Member Management
Add, remove, and suspend PlaidCloud workspace members, manage user roles, and control member access to projects and resources.
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Member Authentication
Configure PlaidCloud member authentication options including password management, multi-factor authentication, and login security.
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Setting Up Auth0 SAML for Single Sign-On
Configure Auth0 as a SAML identity provider for PlaidCloud single sign-on to enable secure federated authentication for members.
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Setting Up AWS IAM Identity Center SAML for Single Sign-On
Set up AWS IAM Identity Center as a SAML provider for PlaidCloud single sign-on to enable federated authentication for members.
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Setting Up Google Workspace SAML for Single Sign-On
Set up Google Workspace as a SAML identity provider for PlaidCloud single sign-on to enable secure federated authentication.
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Setting Up Microsoft Entra ID SAML for Single Sign-On
Configure Microsoft Entra ID as a SAML identity provider for PlaidCloud single sign-on to enable secure federated authentication.
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Setting Up Okta SAML for Single Sign-On
Configure Okta as a SAML identity provider for PlaidCloud single sign-on to enable secure federated authentication for members.
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Manage Organization Administrators
Manage PlaidCloud organization administrator roles, assign admin privileges, and control top-level organizational security access.
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Managing Single Sign-On for Organization
Configure and manage single sign-on settings for your PlaidCloud organization to streamline secure member authentication.
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Setting Member Expiration Period
Set member expiration periods in PlaidCloud to automatically manage access duration and enforce security compliance policies.