9 docs tagged with "roles"

Reference for all Labs Access control toggles in Atlan Settings, covering guest requests, member reporting, asset visibility, persona switcher, sample data download, Tableau embedding, and workflow admin access.

Manage the people in your Atlan workspace and what they can do: add users by email or identity provider, assign the role that sets their permissions, keep roles in sync, and offboard users when they leave.

Sub-roles in Atlan let you delegate specific admin tasks to Members without giving them full Admin access. Governance Admin manages personas and policies; Workflow Admin manages workflows and apps.

Use the User Role Sync app to automatically assign Atlan roles based on group membership, with regex matching and role hierarchy controls.

Automatically downgrade users to the Guest role when they leave, using the offboarding app. Set up a workflow that revokes access based on group membership, with no manual edits per user.

How to get people into your Atlan workspace and give them the right baseline access. A small team can be managed by hand; a larger organization connects an identity provider for SSO and SCIM. Covers authentication, users, groups, and roles.

Reference for the User Role Import app in Atlan: workflow configuration fields, supported input methods (direct upload or object storage), and the required CSV format for bulk role assignment.

Set the role Atlan assigns to new users on their first SSO sign-in. Use Member for most workspaces, Guest for read-only users, or Admin for elevated access.

Sync Atlan roles from OIDC or SAML claims so each user's role updates automatically on every sign-in, without manual edits.