What are user roles?

Overview

All users in Atlan need to be assigned one of the following predefined roles.

🚨 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.
  • βœ… β€” capability included.
  • βž• 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 βœ… Β  Β 
Manage custom metadata and options βœ… Β  Β 
Manage users and groups βœ… Β  Β 
Manage access (personas, purposes, policies) βœ… Β  Β 
Edit the organization's profile βœ… Β  Β 
Create API tokens βœ… Β  Β 
Set up SSO βœ… Β  Β 
Create workflows βœ… Β  Β 
Approve or reject suggested metadata changes βœ… βœ… Β 
Manage glossaries βœ… Β  Β 
Manage categories and terms βœ… βœ… Β 
Bulk upload terms (via glossary policies) βœ… βœ… Β 
Preview sample data βœ… βœ… βœ…
Suggest changes to metadata βœ… βœ… βœ…
Edit metadata (via personas and policies) βœ… βœ… Β 
View basic metadata for assets βœ… βœ… βœ…
Create Jira issues on assets βœ… βœ… βœ…
Share assets on Slack or Teams βœ… βœ… βœ…
Insights Included Add-on Add-on
Create and run new queries βœ… βž• βž•
Create collections, folders, and saved queries βœ… βž• Β 
View and run saved queries βœ… βž• βž•
Schedule queries βœ… βž• Β 

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