## Set up Matillion

URL: https://docs.atlan.com/apps/connectors/etl-tools/matillion/how-tos/set-up-matillion

> Configure user authentication and permissions in Matillion to enable Atlan to crawl metadata from your Matillion instance.

Configure user authentication and permissions in Matillion to enable Atlan to crawl metadata from your Matillion instance. This setup creates a dedicated API user with read-only access to guarantee secure metadata extraction.

:::info **Important**
This setup guide applies only to **Matillion ETL**. **Matillion Data Productivity Cloud (DPC)** isn't supported.
:::

## Prerequisites

Before you begin, make sure you have:
* **Matillion Server Admin access**: You need [administrator privileges](https://docs.matillion.com/metl/docs/8233018/#adding-users) to create users and manage permissions
* **Matillion instance access**: Ability to log in to your Matillion instance

## Create user

To create a new user for [crawling Matillion](https://docs.atlan.com/llms/connectors/matillion/crawl-matillion/llms.txt):

1. Log in to your Matillion instance.

2. From the top header of your Matillion instance, click **Admin**, and then from the dropdown, click **User Configuration**.

3. On the _User Configuration_ page, click the **+** button to add a new user.

4. In the _Add user_ dialog, enter the following details:

 * For _Username_, enter a username for the new user.
 * For _Password_ and _Repeat Password_, enter a password for the new user and confirm it in the next step.
 * For _Role_, click **API** to enable the new user to use the Matillion APIs.
 * For _[Permission Groups](https://docs.matillion.com/metl/docs/2931106/#manage-groups)_, click **Reader** to enable the new user permission to only view the project and almost all parts of the instance including API profiles, credentials, OAuths, jobs, and variables - without edit access.
 * Click **OK** to add the new user.

5. On the _User Configuration_ page, click **Apply changes** to confirm new user creation.

:::info **Did you know?** 
Atlan only reads metadata from Matillion and never updates or changes any objects in your instance.
:::

## Set permissions

To set permissions for the new user in Matillion:

1. Log in to your Matillion instance.

2. From the top header of your Matillion instance, click **Admin**, and then from the dropdown, click **Manage Permissions**.

3. In the _Permissions_ dialog, for the _Reader_ group, click the pencil icon to grant permissions for the group.

4. In the group-specific _Permissions - Reader_ dialog, for _User Permissions_, under _State_, click the dropdown and then click **Granted**. Read permission is now available to members of the group at the project level and can override a _Forbidden_ _Expected State_.

5. Click **OK** to confirm your selections.

## Next steps

* [Crawl Matillion](https://docs.atlan.com/llms/connectors/matillion/crawl-matillion/llms.txt) - Use the credentials you just created to establish a connection and crawl metadata from Matillion

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