Organizations

An organization is the administrative boundary for related PlaidCloud workspaces. Organization settings control the name shown in the control plane, billing metadata, SSO behavior, and who can administer the organization.

Organization List

The Organizations page shows the organizations you can access. From the table you can:

1. Search organizations by visible table fields.
2. Refresh the organization list.
3. View organization details.
4. Edit organization settings when you have admin access.
5. Open organization access management when you have security access.
6. Open billing records when you have billing access.

Organization Settings

Setting	Description
Name	Display name for the organization.
ID	Stable organization identifier. It is set when the organization is created.
Memo	Internal note or description shown in the control plane.
Plan	Commercial plan: Enterprise, Team, or Free.
Tax ID	Tax identifier used for billing records.
Active	Whether the organization is active.
Locked	Prevents normal organization changes while enabled.
Require SSO	Requires members to sign in through the organization’s single sign-on configuration.

Billing Metadata

Billing fields describe how the organization is billed. They do not grant product access by themselves.

Setting	Options
Billing cycle	Monthly, Quarterly, Semi-Annual, Annual
Billing price	Numeric billing amount for the selected cycle.
Payment type	PO Invoiced, Free Trial, Free, Scheduled Payment

SSO Behavior

Setting	Description
Dynamic group assignment	Allows SSO group information to drive organization role assignment.
Dynamic user creation	Allows SSO sign-in to create users automatically when the identity provider sends an accepted user.
SSO dynamic group assignment name	The SSO group name used for dynamic assignment.

Note

SSO provider setup is documented separately in the Access management guides. These control-plane settings determine how the organization uses the SSO configuration after it exists.

Manage Access

Use Manage Access to invite people to the organization and assign organization roles.

1. Open Organizations.
2. Select the organization.
3. Open Manage Access.
4. Click Invite User to invite one or more email addresses.
5. Select the roles each person should receive.
6. Add an optional custom message.
7. Send the invitation.

You can edit roles for accepted users, remove accepted users, or cancel pending invitations. Pending users cannot be edited until they accept the invitation.

Organization Roles

Role	Use It For
Admin	Organization settings and administrator-level changes.
Workspace	Workspace creation, configuration, release, pause, and unpause actions.
Security	Invitations and organization role management.
Billing	Billing record access.