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Reference
Integrations
Administration
- Overview
- Access management
  - Overview
  - Organization & workspaces
    Overview
    Organizations and Workspaces Explained
    Viewing and Managing Workspaces
    Managing Workspace Members
  - Member authentication
    Member Authentication
  - Member management
    Member Management
  - Member identity
    Member (User) Identity
  - Security groups
    Managing Security Groups and Assignments
  - Advanced (SSO/SAML)
    Advanced Operations
    Setting Up Auth0 SAML for Single Sign-On
    Setting Up AWS IAM Identity Center SAML for Single Sign-On
    Setting Up Microsoft Entra ID SAML for Single Sign-On
    Setting Up Google Workspace SAML for Single Sign-On
    Manage Organization Administrators
    Managing Single Sign-On for Organization
    Setting Up Okta SAML for Single Sign-On
    Setting Member Expiration Period
- Control plane
- Scheduled events
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Overview
Steps

On this page

Overview
Steps

Reference
Workflow Steps

Dimension Steps

Steps that create, load, modify, and export PlaidCloud dimensions (hierarchies).

Steps

Section titled “Steps”

Dimension Clear
Dimension Create
Dimension Delete
Dimension Export
Dimension Load
Dimension Sort

Last updated: May 15, 2026