Get Started
Everything you need to get up and running with Collate — from setup to your first data exploration.Start Here
Overview
What Collate is, how the platform is organized, and the key concepts every user should know.
Before You Begin
Prerequisites and SaaS setup guide to prepare your environment.
Let’s Get Started
Step 1 – Ingest Your Data
Choose your ingestion method — Collate SaaS, Hybrid Runner, or Local Agent.
Step 2 – Configure Metadata Ingestion
Run your first metadata ingestion to populate the catalog with assets and lineage.
Step 3 – Invite Users
Add team members, assign roles, and organise users into teams.
Step 4 – Explore Features
A guided tour of Collate 2.0’s core capabilities — AI, discovery, governance, and more.
Platform
Home Dashboard
Platform Health, Services, Action Required, Pending Approvals, and adoption metrics.
Collate Desktop
Native Mac and Windows app with Collate AI Chat and full catalog access.