What are user roles?
Overview
All users in Atlan need to be assigned one of the following predefined roles.
danger
User roles play a relatively small part in determining access to metadata and data. For more details on all the possible access control mechanisms, see How do I control access to metadata and data?
Admin
An admin user can manage Atlan:
- Set up integrations with external collaboration tools
- Set up data connections and run workflows
- Manage users, groups, tags, and access policies
- Maintain extensions to the metadata
- Turn experimental features on and off
In addition, the admin user can do everything the member user can do.
Member
A member user can discover, maintain, and query assets:
- Find and view metadata for assets
- Update metadata for specific assets (via personas and policies) - for example, attach tags
- Suggest metadata updates for all other assets
- Approve or reject suggested metadata changes (via personas and policies)
- Preview sample data and query data in specific assets
Guest
A guest user can only discover assets:
- Find and view metadata for assets
- Suggest updates to metadata for any assets (if enabled from the admin center)
- Never update metadata for any assets
- Preview sample data or query data in specific assets (via personas and policies)
Detailed permissions
To understand the table of permissions, note the following:
- The permission to manage allows a user to create, read, update, and delete objects.
- ✅ - capability included.
- ➕ - capability will be a paid addition, reach out to your customer success manager for more information.
- Basic metadata - read asset name, description, certificates, and more. Permission to act may be limited.
| Permission | Admin | Member | Guest |
|---|---|---|---|
| Manage tags | ✅ | ||
| Manage custom metadata and options | ✅ | ||
| Manage users and groups | ✅ | ||
| Manage access (personas, purposes, policies) | ✅ | ||
| Edit the organization's profile | ✅ | ||
| Create API tokens | ✅ | ||
| Set up SSO | ✅ | ||
| Create workflows | ✅ | ||
| Approve or reject suggested metadata changes | ✅ | ✅ | |
| Manage glossaries | ✅ | ||
| Manage categories and terms | ✅ | ✅ | |
| Bulk upload terms (via glossary policies) | ✅ | ✅ | |
| Preview sample data | ✅ | ✅ | ✅ |
| Suggest changes to metadata | ✅ | ✅ | ✅ |
| Edit metadata (via personas and policies) | ✅ | ✅ | |
| View basic metadata for assets | ✅ | ✅ | ✅ |
| Create Jira issues on assets | ✅ | ✅ | ✅ |
| Share assets on Slack or Teams | ✅ | ✅ | ✅ |
| Insights | Included | Add-on | Add-on |
| Create and run new queries | ✅ | ➕ | ➕ |
| Create collections, folders, and saved queries | ✅ | ➕ | |
| View and run saved queries | ✅ | ➕ | ➕ |
| Schedule queries | ✅ | ➕ |