Assign admin sub-roles
Governance Admin and Workflow Admin are sub-roles that extend a Member's capabilities for specific tasks without granting full Admin access. Governance Admin lets a user create and manage personas, purposes, and policies. Workflow Admin lets a user create and manage automation workflows and apps. A user can hold both at the same time.
Sub-roles are additive. A Governance Admin is still a Member everywhere except governance settings: they cannot manage users, configure SSO, or access workspace-level settings.
Prerequisites
- You are an Admin in Atlan. Only Admins can assign sub-roles.
Assign sub-role
- Governance Admin
- Workflow Admin
Governance Admins can create and manage personas, purposes, and metadata policies. They cannot manage users, integrations, connectors, or other workspace settings.
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In your Atlan workspace, click Settings from the left menu.
If you are using the Old UI (Classic), from the left menu, click Admin.
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Click Users, then click the user you want to promote.
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Click Edit (or Manage Roles).
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Under Admin Roles, check Governance Admin.
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Click Save.
The user can now create and manage personas, purposes, and access policies.
To remove this sub-role, return to the same edit screen, uncheck Governance Admin, and click Save.
Workflow Admins can create and manage automation workflows, governance workflows, and apps. They cannot manage access control (personas, purposes, policies), users, or integrations.
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In your Atlan workspace, click Settings from the left menu.
If you are using the Old UI (Classic), from the left menu, click Admin.
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Click Users, then click the user you want to promote.
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Click Edit (or Manage Roles).
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Under Admin Roles, check Workflow Admin.
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Click Save.
The user can now create and run workflows, manage approvals, and configure automation triggers.
To remove this sub-role, return to the same edit screen, uncheck Workflow Admin, and click Save.
Need help?
Contact Atlan Support if sub-roles are not saving or are not behaving as expected.
See also
- Assign roles (overview)
- Sync roles from your IdP: Automate role assignment from your identity provider.
- Create a persona: What Governance Admins typically do after being assigned.
- Automate data governance: What Workflow Admins typically do after being assigned.