Organizations and Workspaces Explained
Learn about the differences between Organizations and Workspaces
Learn about the differences between Organizations and Workspaces
Install the PlaidCloud Excel Add-in
Create a configuration file, Install and run the PlaidLink (Agent)
Manage security group settings and view membership
Control how workspaces are configured and accessed
Connect Excel with the PlaidCloud Excel Add-in to your PlaidCloud project
Create and maintain PlaidLink (Agent) documentation and account access for optimal database and file system enhancement
Add, remove, and update access for members to workspaces
Authentication and Role-based security
Retrieve and save data using the PlaidCloud Excel Add-in after connecting to a PlaidCloud project
Perform a manual upgrade of the PlaidLink Agent installation
Add, remove, suspend members from workspace
Change Passwords and Authentication options
Add, remove, and update members responsible for managing an organization
Set up SAML 2.0 authorization along with attribute passing
Set member logins to expire after a specified period and remove from organization