> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Persona Configuration and Precedence | Admin Guide

> Learn how to configure and manage Persona precedence at user and organizational levels in Collate

# Persona Configuration and Precedence

## Persona Precedence Logic

To clarify how Personas take effect:

* **User-level Default Persona** (highest priority)
* **Organization-level Default Persona** (fallback)

<Note>
  **Note**: If a user has a Default Persona explicitly assigned at the user level, that Persona takes precedence. If no user-level Persona is defined, the system applies the Organization-level Default Persona associated with the user's role.
</Note>

### Effective Persona Resolution Flow

```
If (User Default Persona exists)
   Apply User Default Persona
Else
   Apply Organization Default Persona (based on role)
```

## Setting a Persona at the Organizational Level

This section explains how to configure a Default Persona for the entire organization.

1. Select the **Profile** icon and navigate to **Settings** > **Personas**.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/access-persona.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=f2f915660affc9a49341b4d4986dff2f" alt="Select Persona Settings" width="2942" height="1590" data-path="public/images/ai-2.0/admin-guide/personalization/access-persona.png" />

2. Select a persona.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/select-persona.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=52f876526f080e328b9d41bbc9674649" alt="Select Data Steward Role" width="2822" height="1284" data-path="public/images/ai-2.0/admin-guide/personalization/select-persona.png" />

3. Select the **⋮** icon and click **Set as Default**

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/set-default-persona.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=fe7b8782500bc51f0dd96e6ef1a28940" alt="Set as Default Persona" width="2830" height="1170" data-path="public/images/ai-2.0/admin-guide/personalization/set-default-persona.png" />

After setting as default, the Persona becomes the default for all users associated with that role, unless a user-level Persona overrides it.

## Customizing the Navigation Menu

You can customize the left-side navigation menu using Personas.

1. Select the **Profile** icon and navigate to **Settings** > **Personas**.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/access-persona.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=f2f915660affc9a49341b4d4986dff2f" alt="Select Persona Settings" width="2942" height="1590" data-path="public/images/ai-2.0/admin-guide/personalization/access-persona.png" />

2. Select a persona.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/select-persona.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=52f876526f080e328b9d41bbc9674649" alt="Select Data Steward Role" width="2822" height="1284" data-path="public/images/ai-2.0/admin-guide/personalization/select-persona.png" />

3. Click **Navigation**.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/select-navigation.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=7d20468672ebdb45ef6f34ac3b396f3e" alt="Navigate to Navigation Settings" width="2814" height="1294" data-path="public/images/ai-2.0/admin-guide/personalization/select-navigation.png" />

4. Enable or disable the options you want to display or remove from left navigation menu.

   <img src="https://mintcdn.com/collatedocs/bKBGXz6FBahnppp1/public/images/ai-2.0/admin-guide/personalization/enable-navigation-options.png?fit=max&auto=format&n=bKBGXz6FBahnppp1&q=85&s=93007e6e6e63767fa6f95d6cc6d3f7ba" alt="Enable Navigation Options" width="2834" height="1688" data-path="public/images/ai-2.0/admin-guide/personalization/enable-navigation-options.png" />

5. Click **Save**.

Only the enabled options will appear in the left-hand navigation menu for users assigned to this Persona.

## Defining a User Persona

This section explains how to assign or override a Persona for an individual user.

1. Select the **Profile** icon and navigate to **Settings** > **Team and User Management** > **Users**.
2. Search and select the user you want to configure.
3. Configure the following fields and click **Save**:
   * **Persona** — Assign a persona to the user.
   * **Default Persona** — Set which persona is active by default for this user.
   * **Domain** — Set the user's domain.
   * **Roles** — Assign roles to the user.

These settings determine how the user interacts with the system, including:

* Navigation visibility
* Feature access
* Permissions
* Overall user experience in Collate

## Summary

| Level                      | Scope              | Priority |
| -------------------------- | ------------------ | -------- |
| User-level Persona         | Individual user    | High     |
| Organization-level Persona | Role-based default | Fallback |

A user-level Default Persona overrides the Organization-level Default Persona. If no user-level Persona is defined, the Organization-level Persona applies.