Control Document Account Access

Four types of access restrictions are available for an account: Private, Workspace, Member Only, and Security Group. The type of restriction set for a user is editable at any time from the account form.

Updating Account Access

1. Select Document > Manage Accounts within PlaidCloud
2. Enter the edit mode on the account you wish to change
3. Select the desired access level restriction located under Security Model
4. Select the Save button

Restriction Options

All Workspace Members

This access is the simplest since it provides access to all members of the workspace and does not require any additional assignment of members.

Specific Members Only

This access setting requires assignment of each member to an account. This option is particularly useful when combined with the single sign-on option of assigning members based on a list of groups sent with the authentication. However, for workspaces with large numbers of members, this approach can often require more effort than desired, which is where security groups become useful. To choose specific members only:

1. Select the members icon from the Manage Accounts list
2. Drag the desired members from the Unassigned Members column on the left, to the Assigned Members column on the right
3. To remove members, do the opposite
4. Select the Save button

Specific Security Groups Only

With this option, permission to access an account is granted to specific security groups rather than just individuals. With access restrictions relying on association with a security group or groups, the administration of accounts with much larger user counts becomes much simpler. To edit assigned groups:

1. Select the groups icon from the Manage Accounts list
2. Drag the desired groups from the Unassigned Groups column on the left, to the Assigned Groups column on the right
3. To remove groups, do the opposite
4. Select the Save button

Remote agents

PlaidLink agents will often use Document accounts to store files or move files among systems. To allow remote agents access to Document accounts, agents MUST have permission granted. This is a security feature to limit unwanted access to potentially sensitive information. To add agents:

1. Select the agent icon from the Manage Accounts list
2. Drag desired agents from the Unassigned Agents column on the left, to the Assigned Agents column on the right
3. To remove agents, do the opposite
4. Select the Save button