Add team members

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Add users or groups to a persona so they immediately inherit its policies and view, or remove them to revoke that access. Changes take effect on the user's next page load.

Prerequisites

Before you change persona membership, make sure:

• You are an admin in Atlan, or you have the Governance Admin sub-role.
• The persona you want to update exists. If not, create it first.
• The users or groups you want to add already exist in your workspace. See Invite new users or Organize teams in groups.

Add users or groups to persona

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

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

2. Click Persona to open the personas list, then open the persona you want to update.

3. Click the Add button to the right of the Users and groups box.

4. Select the users, groups, or both:

   • Under the single-user icon, select individual users.
   • Under the double-user icon, select groups.

5. Click Update to save. The selected users and groups immediately inherit the persona's policies and view.

Remove users or groups from persona

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

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

2. Click Persona to open the personas list, then open the persona you want to update.

3. In the Users and groups box, click the x next to the user or group you want to remove.

4. Click Update to save. The removed user or group loses any access granted by this persona, though they keep any access granted by other personas they still belong to.

Need help?

If you run into issues managing persona membership, contact Atlan Support for assistance.

Next steps

• Customize the catalog view: Tailor the landing page, asset types, and tabs members see.
• Copy a policy to another team: Reuse an existing policy in another persona.