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Provide credentials to query data

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When a connection admin enables bring-your-own-credentials (BYOC) on a connection, Atlan asks you to enter your own data source login (a username and password, or a key pair) before you can query or preview data. From then on, Atlan runs your queries with your own permissions in that source, so you see only the data your source account is allowed to see. Connections that require your own credentials show a small key icon next to them in the connection list.

These steps cover basic credentials. For SSO or OAuth credentials (Snowflake, BigQuery, Redshift, Databricks), see Authenticate to query data.

Prerequisites​

Before you begin, make sure:

  • You have data access to the asset you want to query. See Create a persona.
  • You have your own credentials for the data store: a username and password, or a key pair.

Set up your credentials​

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

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

  2. Under the Explorer tab, select the connection that requires credentials. A Set up user credentials dialog opens.

  3. Click Get started.

  4. Enter your credentials for the data store. The exact fields depend on the connection type:

  5. Click Test Authentication to verify your credentials work.

  6. Click Done. You can now query and preview data using your own credentials.

Update or remove your credentials​

To manage credentials you have already saved:

  1. Click your username in the upper-right corner, then click Profile.

  2. In the sidebar, click the User credentials icon (at the bottom).

  3. Under User credentials:

    • To update a credential, click the row and re-enter your credentials. Existing values are hidden and can only be overwritten. Click Update.
    • To remove a credential, hover over the row, click the delete icon, then confirm.

Need help?​

If Test Authentication fails, check that your username, password, or key pair is correct in the source data store, that your account is not locked or expired, and that you have permission to query the data there. If you do not see a credentials prompt, the connection may not have BYOC enabled: ask your connection admin to turn it on. Contact Atlan Support if the issue persists.

See also​