User Roles

Functions and access of different user roles on Atlan

Data science is a team sport. The strongest teams are those where each player is assigned to a position based on their individual strength, and everyone is in sync.

To help your team collaborate effectively, you can set up an organizational structure and assign a designated role to each working member in your Atlan workspace.

๐Ÿ‘จ ๐Ÿ‘ฉ Type of user roles

All users on Atlan must be assigned a predefined role, based on their expected interaction with the product. By default, there are 4 types of user roles within Atlan:

  • Admin: Admin users are responsible for operationalizing the overall data governance program via the Atlan platform. These users will have access to all functions and assets available on Atlan.

  • Steward: Stewards are primarily responsible for knowledge management and enrichment. For example, they can create and maintain business glossary terms, asset classifications, and more.

  • Cloud: Cloud users assist in the integration of sources or databases, and are also responsible for managing and creating access policies.

  • Member: Members discover data assets. They also assist in collaboratively creating business metadata.

๐Ÿง™โ€โ™‚๏ธ Remember: Only Admins are allowed to set up new data integrations.

๐Ÿ”“ Permissions and access for each role

Every role comes with a set of pre-built actions and controls that get automatically assigned to new users. The table below will help you understand the access given to each role:

Actions allowed for each role

For features and permissions related to a data asset, access levels by role are shown in the table below. By default, Cloud and Member roles will not have access to any data tables.

If you want to tweak access policies for a particular user, an Admin or a Steward can do that using granular Access Policy options inside Atlan.

For example, say that Sam (a data analyst in the team) has "Member" access. He needs to run analytics on finance data, but he should not see any PII information. Sam can be granted access to the specific tables through an Access Policy, while blocking all access to PII data.

Curious how to do that? Check out the article below.

๐Ÿค” How to identify the right fit for each Atlan role within your team

Every member of a data team comes with their own set of skills and expertise. Distributing appropriate roles is important to ensure the success of the team as a whole.

Here's our recommended fit for each role:

  • Admin: Project stakeholders, and senior data team members with experience and knowledge of data systems

  • Steward: Domain experts, and senior members from the business or data teams

  • Cloud: IT/security/cloud administrators, and database or data warehouse administrators

  • Member: Entry to mid-level analytics team members, business owners, and senior executives

๐Ÿ› ๏ธ A step-by-step guide to assign user roles in Atlan

To learn how to add a new user and their role, check out the User Invite article below.

How to modify a user's role

STEP 1: Go to the Users tab

Within the "Users" tab, click on the "Settings" icon next to the relevant user, and select "Change User Role".

Change user role

STEP 2: Select a new role

Select the new role you would like to apply from the drop-down menu, and click 'Change Role'.

Update role for an existing user

And your user role has been updated! ๐ŸŽ‰ It's that easy ๐Ÿ˜Ž