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17 docs tagged with "personas"

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Add team members

Add or remove users and groups from a persona in Atlan to control who inherits its access policies and view.

AI Policy

Configure AI asset access in personas: control who can view, edit, or manage AI models, model versions, applications, and governance properties.

Block data access

Block users from querying or previewing data in Atlan at different levels: workspace-wide, by connection, by specific asset, or by tag.

Business Graph Policy

Configure glossary access in personas: control who can create, update, and delete terms and categories, link terms to assets, and manage tags and custom metadata within a glossary.

Copy policy to another team

Copy a policy from one persona to another in Atlan to reuse access configurations without rebuilding them from scratch.

Create dynamic metadata policy

Create a dynamic metadata policy in Atlan to grant a persona access across every connection with a single metadata rule, instead of one policy per connection.

Customize catalog view

Customize the catalog view a team gets in Atlan: set the default landing page, which asset types, sidebar tabs, and discovery filters appear, and what custom metadata is visible, per persona.

Data Policy

Configure data access in personas and purposes: control who can query and preview data, deny selected permissions with rules that override other grants, and apply column-level masking such as hashing, redaction, or showing only the last four characters.

Domain Policy

Configure domain access in personas: control who can read, update, and manage data domains, subdomains, and products, including their custom metadata.

Metadata Policy

Configure metadata access in personas: control who can view, edit, or restrict metadata, tags, terms, and governance properties, including deny rules that override grants from other policies.

Permissions & data access

Control what users can see and do in Atlan once they have signed in. Scope access by team with personas, by data sensitivity with purposes, by connection, or hide assets entirely. Learn which control to use and how role, persona, and purpose combine.

Personas

Personas in Atlan scope what a team sees and can do by bundling users and groups with access policies and a custom catalog view.

Report on governance

Monitor governance metrics in the reporting center dashboard. Track query access for personas and purposes, view tag propagation across assets, and manage governance requests from a centralized view.

Set up team access (persona)

Create a persona in Atlan to scope what a team sees and can do: define access policies, add members, and set the UI experience for a team or function.

Understanding lock icons

The lock icon in Atlan indicates when users have limited access to an asset. This page explains what the icon means and how roles, connection admins, and access policies affect it.

View as user

Impersonate any non-admin user in Atlan to validate personas, Labs toggles, and access controls from their point of view, and to troubleshoot access issues they report.