Overview
All users in Atlan need to be assigned one of the following predefined roles.
π¨ Careful! User roles play a relatively small part in determining access to metadata and data. For more details on all the possible access control mechanisms, see How do I control access to metadata and data?
Admin
AnΒ admin user can manage Atlan:
- Set up integrations with external collaboration tools
- Set up data connections and run workflows
- Manage users, groups, tags, and access policies
- Maintain extensions to the metadata
- Turn experimental features on and off
In addition, theΒ admin user can do everything theΒ member user can do.
Member
AΒ member user can discover, maintain, and query assets:
- Find and view metadata for assets
- Update metadata for specific assets (via personas and policies) β for example, attach tags
- Suggest metadata updates for all other assets
- Approve or reject suggested metadata changes (via personas and policies)
- Preview sample data and query data in specific assets
Guest
AΒ guest user can only discover assets:
- Find and view metadata for assets
- Suggest updates to metadata for any assets (if enabled from the admin center)
- Never update metadata for any assets
- Preview sample data or query data in specific assets (via personas and policies)
Detailed permissions
To understand the table of permissions, note the following:
- The permission to manage allows a user to create, read, update, and delete objects.
- β β capability included.
- β β capability will be a paid addition, reach out to your customer success manager for more information.
- Basic metadata β read asset name, description, certificates, and more. Permission to act may be limited.
Permission | Admin | Member | Guest |
---|---|---|---|
Manage tags | β | Β | Β |
Manage custom metadata and options | β | Β | Β |
Manage users and groups | β | Β | Β |
Manage access (personas, purposes, policies) | β | Β | Β |
Edit the organization's profile | β | Β | Β |
Create API tokens | β | Β | Β |
Set up SSO | β | Β | Β |
Create workflows | β | Β | Β |
Approve or reject suggested metadata changes | β | β | Β |
Manage glossaries | β | Β | Β |
Manage categories and terms | β | β | Β |
Bulk upload terms (via glossary policies) | β | β | Β |
Preview sample data | β | β | β |
Suggest changes to metadata | β | β | β |
Edit metadata (via personas and policies) | β | β | Β |
View basic metadata for assets | β | β | β |
Create Jira issues on assets | β | β | β |
Share assets on Slack or Teams | β | β | β |
Insights | Included | Add-on | Add-on |
Create and run new queries | β | β | β |
Create collections, folders, and saved queries | β | β | Β |
View and run saved queries | β | β | β |
Schedule queries | β | β | Β |