Access Control
Access Control in Atlan covers identity and access management (SSO, SCIM, users, groups, roles), permissions (personas, purposes, connection access, visibility), and audit logs. Configure who can sign in, what they can see, and how their activity is tracked.
Add a resource
Need to redirect users to important information that's outside Atlan?
Add an alias
Add business-oriented aliases to assets to improve readability and provide context. Setup supports manual entry or AI-generated aliases when Atlan AI is enabled.
Add certificates
How many times has someone complained to you that the data is incomplete or has issues? And how many times have you responded that it's still a work in progress or they're using the wrong data!
Add custom metadata badges
Bringing visibility to custom metadata and enriching it with additional context are critical requirements for data teams. Atlan enables you to highlight the most critical custom metadata with badges.
Add owners
Add owners to data assets to establish clear responsibility and build trust. Asset owners maintain the asset and serve as the primary contact for questions about data frequency, status, and quality.
Add stakeholders
Add stakeholders to data domains to define people and their responsibilities. Setup requires the products module enabled and update permissions through domain policies for specific domains or subdomains.
Add users to groups
Atlan supports configuring SSO group mappings. You will first need to [create groups](/product/capabilities/governance/users-and-groups/how-tos/create-groups) in Atlan that correspond to the groups you want to map from your SSO provider to Atlan.
Additional connectivity to data sources
Connect to data sources through alternative pathways — VPNs, API gateways, private networks, and reverse tunnels for secure access.
Administration
Learn about administration.
AI Governance
Establish robust AI governance frameworks that maintain compliance, mitigate risks, and drive trust through visibility, lifecycle management, and policy enforcement
Are there any limits on concurrent queries?
Learn about are there any limits on concurrent queries?.
Asset export (basic) for data products
Export data products, domains, and subdomains as CSV — includes scope, metadata, and delivery configuration options.
Asset export (basic) for enriched assets
Complete configuration reference for the Asset export (basic) app for enriched assets, including scope, filters, delivery, and CSV file details.
Asset export (basic) for glossaries
Export glossary terms and categories as CSV — includes scope, business metadata, and delivery configuration options.
Automate policy compliance
Some capabilities shown here may require additional enablement or licensing. Contact your Atlan representative for details.
Basic platform usage
Essential information about using Atlan's core features, from browser requirements to data querying, asset management, and checking system status.
BigQuery Data Quality Studio
Set up and configure BigQuery for data quality monitoring through Atlan.
Business Graph (Glossary)
Learn how to create and maintain a centralized business glossary in Atlan to standardize terminology and definitions across your organization.
Can we restrict who can query our data warehouse?
Learn about can we restrict who can query our data warehouse?.
Configure custom domains for Microsoft Excel
If your Atlan tenant is hosted on a custom domain - for example, `https://<your-tenant-name>.mycompany.com` - you will need to configure your Atlan tenant to deploy the Atlan add-in for Microsoft Excel.
Configure language settings
Customize language settings for your Atlan workspace and personal instance. Admins can set a default workspace language, and individual users can override it with a personal language preference from supported languages.
Connectors
Learn how to connect your data sources to Atlan. Explore supported connectors, integration patterns, and best practices for unified catalog management.
Contracts
Learn how to manage data contracts and agreements in Atlan to ensure data quality and compliance.
Create a new tag
Create tags to classify and organize assets in Atlan. Setup requires admin user permissions, with tags displayed in sentence case in the governance center and asset filters.
Create AI app
Learn how to create an AI app in Atlan.
Create AI model
Learn how to create an AI model in Atlan.
Create data contracts
Create data contracts to standardize agreements between data producers and consumers. Setup requires a YAML contract template and support for data quality rules enforcement.
Create data domains
Data domains provide a logical way of grouping data products within a specific domain or business entity - for example, functions like finance and sales, business units for different products and services, regions of operation, and more. Most importantly, data domains help in fostering collaboration and promote shared ownership and domain-level governance in your organization.
Create domain policies
Domain policies let you control which users can (or can't) take certain actions within a data domain or subdomain - for example, creating subdomains and data products, updating metadata, and more.
Create forms
You can use Atlan's form builder to create reusable forms for managing user requests. The form builder allows you to create and customize forms from one central location. Forms can support multiple input types, including text, dropdown, date, and more.
Create groups
:::warning Who can do this? You will need to be an [admin user](/product/capabilities/governance/access-control/how-tos/delegate-administration) in Atlan to cr.
Create policies
You must be an admin user in Atlan to enable, create, manage, and approve data governance policies.
Custom Metadata
Atlan provides basic metadata for assets like certification, owners, and descriptions. But since every data team has their own unique needs, Atlan allows you to extend these with your own unique properties.
Custom Metadata
Learn how to create and manage custom metadata attributes in Atlan to extend your data catalog with organization-specific information.
Data Exploration tips and tricks
At Atlan, the goal is to power your user experience. Here are a few tips and tricks to help you get the most out of Data Exploration for you and your team!
Data Pipelines
Learn how to connect your data pipelines to Atlan. Explore ETL tools, workflow orchestration, and lineage tracking to build a comprehensive view of your data movement.
Data Products
From a single data table to a collection of data assets, anything can be a data product in Atlan. Data products provide a framework for your teams to curate assets specific to a domain, business unit, region of operation, brand, and more. These curated data products then empower your data consumers to easily discover data assets, quickly get the context they need, and collaborate more efficiently.
Databricks Data Quality Studio
Set up and configure Databricks for data quality monitoring through Atlan.
Delete a tag
Delete tags in Atlan when no longer needed. Setup requires admin user permissions and removal of the tag from all tagged assets first.
Deploy extension to your organization
Learn how to deploy the Atlan browser extension across your organization using managed browsers and MDM software on macOS and Windows.
Disable user activity
You can [view recently visited users](/product/capabilities/discovery/concepts/what-are-asset-profiles) and total views on your assets in Atlan by default. To disable asset profile visitors, complete these steps.
Domains
Learn how to organize and manage domains in Atlan to structure your data assets in a logical and business-aligned way.
Enable discovery of process assets
To create a more customizable experience for your users, you can turn on discovery and tracking of process assets.
Enable sample data download
Atlan allows admin users to enable or disable downloading [sample data](/product/capabilities/discovery/concepts/what-are-asset-profiles#sample-data). This can help you enforce better governance across your organization.
Enable scheduled queries
To enable scheduled queries, follow these steps.
Enable data quality on connection
Enable and configure data quality for your BigQuery connection in Atlan.
Enable data quality on connection
Enable and configure data quality for your Databricks connection in Atlan.
Enable data quality on connection
Enable and configure data quality for your Snowflake connection in Atlan.
Getting started and onboarding
Everything you need to know when starting with Atlan - from trials and demos to deployment options and implementation requirements.
How are resources isolated?
Learn about how are resources isolated?.
How do I see views instead of materialized views in the reporting center?
On the _Assets_ dashboard in the [reporting center](/product/capabilities/reporting/references/how-to-report-on-assets), click **View** in the _All Asset Types_ dropdown menu to only see views. You can further filter by selecting a specific connector or connection as well.
How to interpret timestamps
Learn about how to interpret timestamps.
How to use parameterized queries?
Learn about how to use parameterized queries?.
Install and set up browser extension
Learn how to install and configure the Atlan browser extension in Chrome or Edge, connect it to your Atlan workspace, and set up custom domains for your data tools.
Install on Virtual Machine (K3s)
This page provides instructions for installing the Secure Agent on a virtual machine (VM) by deploying [K3s in a rootless execution mode](https://docs.k3s.io/advanced#running-rootless-servers-experimental:~:text=to%20take%20effect.-,Running%20Rootless%20Servers,-\(Experimental\)%E2%80%8B).
Integrations
Learn how to integrate Atlan with project management, communication, collaboration, automation, and identity management tools.
Invite new users
Invite new users to your Atlan workspace by email when SSO is not enforced, or provision them through your identity provider when SSO is enforced.
Is there a dashboard to see how my metadata is populated?
Learn about is there a dashboard to see how my metadata is populated?.
Manage domains
Most importantly, domains help promote shared ownership and domain-level governance in your organization.
Manage playbooks
Monitor, modify, or delete playbooks at any time, and enable notifications to track playbook runs in Slack or Microsoft Teams.
Manage policies
You must be an admin user in Atlan to enable, create, manage, and approve data governance policies.
Manage system announcements
Have you ever wanted to notify everyone on the system of something? System announcements allow you to do just that. For example, you could welcome your users when you're first launching Atlan. Or you could use it to warn them about planned outages to large parts of your IT landscape.
Manage users
:::warning Who can do this? You will need to be an admin user in Atlan to manage other users.
Monitor for runaway queries?
Learn about monitor for runaway queries?.
Organize assets
Organize assets into domains and subdomains to establish logical structures aligned with business needs. Setup requires edit access to asset metadata for non-guest users.
Organize teams in groups
Create groups in Atlan, add or remove users, and delete groups you no longer need to manage team access at scale.
Product release stages
Learn about product release stages.
Quality assurance framework
Learn about quality assurance framework.
Remove a tag
Remove tags from assets in Atlan. Identify whether tags were directly added or propagated through tag propagation before removal.
Set up a private network link to Amazon MSK
:::warning Who can do this? You will need your Amazon MSK or AWS administrator involved - you may not have access to run these tasks.
Set up a private network link to Amazon Redshift
:::warning Who can do this? You will need your Amazon Redshift administrator or AWS administrator involved - you may not have access to run these tasks.
Set up a private network link to Microsoft SQL Server on Amazon EC2
:::warning Who can do this? You will need your AWS administrator to complete these tasks - you may not have access yourself.
Set up a private network link to Microsoft SQL Server on Amazon RDS
:::warning Who can do this? You will need your AWS administrator to complete these tasks - you may not have access yourself.
Set up a private network link to MySQL
:::warning Who can do this? You need your AWS administrator to complete these tasks - you may not have access yourself.
Set up a private network link to PostgreSQL
Before you create an RDS proxy, ensure that the user created in the RDS database is enabled with basic authentication. This [method](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/rds-proxy-setup.html#rds-proxy-secrets-arns) uses a username and password to connect to the RDS database.
Set up a private network link to Tableau server
As a prerequisite for TLS configuration on Tableau Server only, ensure that the health check _Protocol_ of the target group is set to **HTTPS** or [modify the health check settings](https://docs.aws.amazon.com/elasticloadbalancing/latest/application/target-group-health-checks.html#modify-health-check-settings) as required.
Set up Amazon Athena
Learn about set up amazon athena.
Set up an Azure private network link to Snowflake
Atlan support will finish the configuration on the Atlan side using these values. Support will then provide you with the Snowflake private endpoint resource ID and Azure token for you to approve the request.
Set up AWS Lambda
Learn about set up aws lambda.
Set up Cloudera Impala
Learn about set up cloudera impala.
Set up dbt Core
Configure access and storage for dbt Core in Atlan, including credential setup for AWS, GCP, and Azure, and uploading dbt metadata files.
Set up Metabase
:::warning Who can do this? You will probably need your Metabase administrator to follow the below steps - you may not have access yourself.
Set up playbooks
Set up playbooks to automate metadata updates at scale using rule-based automations in Atlan. Setup requires admin user permissions in Atlan.
Set up private link to SQL Server on Azure Virtual Machine
Set up Azure Private Link between SQL Server on an Azure Virtual Machine (IaaS) and Atlan using a Private Link Service and Internal Load Balancer.
Set up privatelink to Azure SQL Database
Set up Azure Private Link between Azure SQL Database (PaaS) and Atlan using cross-subscription private endpoint connectivity.
Snowflake Data Quality Studio
Set up and configure Snowflake for data quality monitoring through Atlan.
Stewardship
Learn how to implement data stewardship in Atlan through automated workflows, policies, and task management.
Suggestions from similar assets
Learn about suggestions from similar assets.
Tags
Learn how to use tags in Atlan to categorize and organize your data assets for improved discoverability and governance.
Tenant access management
Learn about tenant access management.
Tenant monitoring
Learn about tenant monitoring.
Tenant offboarding
Learn about tenant offboarding.
Troubleshoot permission issues
Learn about troubleshoot permission issues.
Troubleshooting bring your own credentials
Learn about troubleshooting bring your own credentials.
Troubleshooting exporting large query results
Learn about troubleshooting exporting large query results.
Troubleshooting Google BigQuery connectivity
Learn about troubleshooting google bigquery connectivity.
Troubleshooting MicroStrategy connectivity
Learn about troubleshooting microstrategy connectivity.
Troubleshooting MySQL connectivity
Learn about troubleshooting mysql connectivity.
Troubleshooting on-premises database connectivity
Learn about troubleshooting on-premises database connectivity.
Troubleshooting playbooks
Learn about troubleshooting playbooks.
Troubleshooting policies
Learn about troubleshooting policies.
Troubleshooting PostgreSQL connectivity
Learn about troubleshooting postgresql connectivity.
Troubleshooting Snowflake connectivity
Learn about troubleshooting Snowflake connectivity.
Troubleshooting Snowflake tag management
Learn about troubleshooting snowflake tag management.
Update input type for existing custom metadata
Learn about update input type for existing custom metadata.
Use Atlan AI for documentation
Some capabilities shown here may require additional enablement or licensing. Contact your Atlan representative for details.
Use Atlan AI for glossary management
Before using Atlan AI for glossary management, your admin user must enable the Atlan AI Summary toggle in the Atlan AI section under Labs.
Use Atlan browser extension
Learn how to use the Atlan browser extension to access metadata in-flow inside your data tools, search Atlan from any webpage, and link web pages as resources to assets.
User Management and Access Control
Complete guide to managing users, configuring access controls, and understanding permissions in Atlan.
Users and groups
Learn how to manage users and groups in Atlan to control access and organize your data team.
What are asset profiles?
Learn about what are asset profiles?.
What are partial assets?
Learn about what are partial assets?.
What are preflight checks?
Learn about what are preflight checks?.
What are the query builder actions?
Learn about what are the query builder actions?.
What column keys does Atlan crawl?
Learn about what column keys does atlan crawl?.
What controls the frequency of queries?
Learn about what controls the frequency of queries?.
What is a product score?
Learn about what is a product score?.
What is Atlan?
Atlan is the context layer for AI—the platform where metadata, semantics, lineage, and business knowledge come together so data teams and AI agents can find, understand, and act on data with confidence.