PlaidCloud’s security and access management is straightforward. A member is granted or denied access based on the groups in which a member is associated. Adding or changing a member’s security association is easily customizable.
Note: Each workspace is allowed an unlimited number of security groups, but we recommend minimizing the number in order to ease security management.
Security groups can be added, updated, or deleted.
To manage security groups:
To manage group members:
To reduce the time needed for adding new members, identify a set of default security groups. This provides a baseline set of security groups for new members without needing to manually assign each person. The setting is available when adding a new security group if you check the box at the bottom of the Security Group window that reads “Assign to New Users by Default”.
The security audit capability provides the ability to see group membership across all members and groups.
To perform a security audit:
As all tables in PlaidCloud are exportable as a CSV file format, the group member associations are reviewable outside of PlaidCloud for either historical purposes or just some fun off-line viewing.
To export from the “Security Group Audit” form:
Each application being used in the workspace has specific available permissions. The security group permissions are based on these application permissions.
The complete list of available permission for each application is viewable from the Security Bin.
To access the Security Bin:
To view the detailed security settings for each application, select the tags icon on the far left.
This available security settings information is informational only. For details on managing permissions, refer to the Managing Security Groups section above.