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Copy policy to another purpose

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Copying a policy lets you reuse an existing metadata or data policy in another purpose without rebuilding the same user scope, permissions, masking, and deny settings. The original policy in the source purpose stays untouched, and you can edit the copy independently.

Prerequisites​

Before you copy a policy, make sure:

  • You are an admin in Atlan, or you have the Governance Admin sub-role.
  • Both the source purpose (containing the policy you want to copy) and the target purpose already exist. See Create a purpose if you need to create the target.
  • You understand that the copy is independent: changes to either copy after the operation don't propagate to the other.
Asset scope rules are not copied

If the source policy uses Rules to define asset scope (filter-based rules rather than browse or search selection), those rules are not included in the copy. The copied policy will have an empty or default asset scope. Rebuild rule-based asset selectors manually in the target purpose after copying.

Copy policy​

  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 Purpose to open the purposes list, then open the source purpose: the one that contains the policy you want to copy.

  3. Switch to the Policies tab. The tab lists every metadata and data policy attached to this purpose.

  4. Find the policy you want to copy and click the copy icon on that policy row.

  5. In the dropdown, select the target purpose you want to copy the policy into.

  6. Confirm the copy. The policy appears in the target purpose's Policies tab with the same users-and-groups scope, permissions, masking, and deny settings as the source. From here, you can edit the copy independently: changes don't propagate back to the source purpose's policy.

Need help?​

If a copied policy isn't behaving the way you expect, check whether a deny rule in either purpose (or any persona the user belongs to) is overriding the grants. Contact Atlan Support if the issue persists.

See also​