Add stakeholders

Who can do this?

Before you can create a stakeholder, you'll need your Atlan admin to enable the products module in your Atlan workspace. Once enabled, first review the order of operations. You'll need to have update permissions through domain policies for the specific domains or subdomains to create and manage stakeholders.

Stakeholders define the people and their responsibilities within a data domain in Atlan. Map stakeholders to all or selected domains with responsibilities that align with their functions to guarantee accountability and improve collaboration between your teams.

For example, for the data domain Customer Service, you may want to define a Customer Service Manager stakeholder and assign it to the people who serve that function. This way, your customer support team can contact the right person for questions or escalate any issues.

Once you've created stakeholders or want to use the default options from Atlan:

• You can add stakeholder information for any and all domains. This helps you provide additional metadata for your domain, but doesn't help enforce access control currently. For the latter, you'll need to create domain policies.
• You can assign any user as a stakeholder within a specific domain.
• Each user can be mapped to only one responsibility within a domain. However, users can have multiple stakeholder responsibilities across multiple domains.

Create a stakeholder

Atlan provides you with predefined stakeholders for your data domains. You can either use the default options and assign them to your users or create new definitions for stakeholders based on your business needs.

To create a stakeholder:

1. In your Atlan workspace, click Settings from the left menu.

If you are using the Old UI (Classic), from the left menu, click Governance.

2. Under the Governance heading of the Governance center, you can either:
   • If you've enabled the products module, click Domains & products.
   • If you haven't enabled the products module, click Domains.
3. On the Domains & products or Domains page, change to the Settings tab.
4. Under Stakeholders, you can view the default stakeholders—domain owner, data engineer, data product owner, and data architect.
   • To the right of each responsibility, click the right-facing arrow to view the domains it applies to and users assigned to that responsibility. You can neither delete nor make any changes to the default options.
5. To create a new stakeholder, click Add.
6. In the Add responsibility dialog, enter the following:
   1. For Name, enter a meaningful name for your stakeholder. Atlan recommends following a naming convention for responsibilities across your domains to help users find stakeholders more easily.
   2. For Applies to, click the dropdown to select domains that this responsibility should apply to:
      • To select All domains, you must have update permissions on all data domains in Atlan.
      • To select any one specific domain or multiple domains, you must have update permissions for the specific data domains.

Add a stakeholder

You can add stakeholders directly from the domain or subdomain profile.

To add a stakeholder to your data domain or subdomain:

1. From the left sidebar, click on all assets and then click on Domains & Products.

• If you are using the Old UI (Classic), from the left menu of any screen in Atlan, click Products.

2. To select a domain or subdomain, you can either:
   • From the navigation menu on the Products homepage, use the search bar or select the relevant domain or subdomain.
   • From the top right of Discover domains, select your data domain of interest. If you can't find your data domain, click the View all button to view more domains.
3. From the domain or subdomain profile, under Stakeholders, click + Add stakeholder.
4. In the right Stakeholders pane, click + Stakeholders.
5. In the Add Stakeholders dialog, configure the following:
   1. For Users or groups, select the users or groups that the stakeholder responsibility should apply to.
   2. Click the stakeholder dropdown to select a default stakeholder, a custom one you created, or click Create new to create a new one.
   3. Click Add to add the stakeholder to the domain or subdomain.

Remove stakeholder

You can remove stakeholders directly from the domain or subdomain profile.

To remove a stakeholder from your data domain or subdomain:

1. From the left sidebar, click on all assets and then click on Domains & Products.

• If you are using the Old UI (Classic), from the left menu of any screen in Atlan, click Products.

2. Open the domain or subdomain profile from which you want to remove the stakeholder.
3. From the domain or subdomain profile, hover over the Stakeholders section. A pencil icon appears on the right.
4. Click the pencil icon to open the right Stakeholders pane.
5. Locate the stakeholder you want to remove.
6. On the right side of that row, click the current role dropdown (▼).
7. At the bottom of the dropdown, click the red Remove option.

note

The Remove option is at the bottom of the role dropdown in the Stakeholders pane—not in the Add Stakeholders dialog.