Admin Guide
Everything you need to set up, configure, and manage your Collate deployment. From onboarding your first data source to configuring fine-grained access policies.
Setup & Ingestion
Connect data sources, run metadata ingestion, and configure your deployment.
SSO & Authentication
Enable single sign-on with Okta, Auth0, Azure, Google, SAML, LDAP, and more.
Teams & Users
Manage teams, invite users, configure membership, and set up SCIM provisioning.
Roles & Policies
Define roles, attach access policies, and debug permissions across your platform.
Applications
Run Autopilot, Reverse Metadata, Query Runner, and other platform applications.
Configuration & Monitoring
Tune search, manage personas, monitor data insights, and review audit logs.
Persona & Landing Page
Customize navigation, home page widgets, and feature access for each user role.
Billing and Usage
Monitor AI credit consumption, plan limits, and troubleshoot blocked runs.