## Create policies for multiple assets

URL: https://docs.atlan.com/product/capabilities/governance/access-control/how-tos/create-policies-with-metadata-policy-helper

> Create or update metadata policies that target multiple assets at once, using advanced selection patterns such as every dashboard in a Looker folder, every project in Tableau, or every asset across selected connections. Uses the Metadata Policy Helper app.

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# Create policies for multiple assets 

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The **Metadata Policy Helper** app creates and updates metadata policies on [personas](https://docs.atlan.com/llms/governance/access-control/create-a-persona/llms.txt) using advanced asset-selection patterns that aren't available through the Atlan UI: for example, every dashboard in a Looker folder, every project in Tableau, every folder in QuickSight or Cognos, or every asset across a set of connections. Use it when a UI policy can't express the scope you need, or when you want to create the same pattern in many personas at once.

## Prerequisites

Before you begin, make sure you have:

- Access to the **Metadata Policy Helper** app. You can verify this by searching for **Metadata Policy Helper** in the Atlan marketplace. If you don't have access, contact [**Atlan Support**](https://docs.atlan.com/support/submit-request) or your Atlan customer team to request it.
- **Connection admin** rights on every connection the policy references. Without this, the workflow can't apply the policy.
- An existing **persona** in Atlan that the policy is added to. To create one, see [Create a persona](https://docs.atlan.com/llms/governance/access-control/create-a-persona/llms.txt).
- The names or IDs of the BI folders or projects (for Looker, Tableau, QuickSight, or Cognos patterns), or a list of connections (for the Connections pattern).

## Configure workflow

1. In your Atlan workspace, click **Connectors** in the left sidebar.

 If you are using the **Old UI (Classic)**, click **New Workflow** in the top navigation.

2. Search for **Metadata Policy Helper** and click **Set up workflow** on the tile.

3. Enter a **Workflow name** that identifies this run in the workflows list.

4. Select the **policy pattern** that matches your use case. This guide uses the **Looker Folder** pattern as the example; for Tableau Project, QuickSight Folder, Cognos Folder, and Connections, see the [Metadata Policy Helper reference](https://docs.atlan.com/product/capabilities/governance/access-control/references/metadata-policy-helper).

5. In **Persona name**, enter the name of the persona the policy is added to. If a policy with the configured _Policy name_ already exists in the persona, the app updates it.

6. In **Policy name**, enter a name for the policy.

7. In **Looker connection**, select the Looker connection from the dropdown.

8. In **Looker folder identifier**, choose **Name** (default) or **ID** depending on how you want to specify folders.

9. In **Looker folders**, list the folders to include. Separate multiple folders with `@@@`.

10. Under **Policy permissions**, select the permissions to grant or deny.

11. Under **Policy type**, choose **Allow** or **Deny**.

## Run and validate

1. Review your configuration, then click **Run**.

2. Track progress in the **Workflows** section. The run completes when the status shows **Success**.

3. In Atlan, go to **Settings → Persona** (or **Admin → Persona** on the old UI), open the persona you specified, and switch to the **Policies** tab. Confirm the policy appears with the name you configured.

4. Click the policy to verify the asset scope and permissions match your inputs.

## Need help?

If the workflow fails or the policy doesn't appear in the persona, double-check that you have **connection admin** rights on every connection the policy references: the workflow can't apply policies without it. Contact [**Atlan Support**](https://docs.atlan.com/support/submit-request) if the issue persists.

## See also

- [Metadata Policy Helper reference](https://docs.atlan.com/product/capabilities/governance/access-control/references/metadata-policy-helper): Complete configuration reference for every supported policy pattern.
- [Metadata policy reference](https://docs.atlan.com/product/capabilities/governance/access-control/metadata-policy): Field-by-field reference for metadata policies.
- [Protect sensitive data (Purposes)](https://docs.atlan.com/llms/governance/access-control/create-a-purpose/llms.txt): How purposes complement personas for tag-based scope.
- [Create a persona](https://docs.atlan.com/llms/governance/access-control/create-a-persona/llms.txt): End-to-end setup for a new persona.

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