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Invite Users

Collate 2.0 is built for collaboration. Invite your data engineers, analysts, and governance leads so they can discover data, review lineage, and participate in governance workflows.

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Invite a user

  1. Select the Profile icon and navigate to Settings > Team & User Management > Users. Access Users
  2. Click Add User. Add user
  3. Fill in the following details and click Create:
    • Email (required) — The user’s email address.
    • Display Name (optional) — The name shown in the Collate UI.
    • Description (optional) — Add context about the user’s role or responsibilities.
    • Teams (optional) — Search and select one or more teams to assign the user to.
    • Roles (optional) — Select one or more roles to assign directly to the user.
    • Admin (optional) — Toggle on to grant the user full admin access.
    Create User form
Tip: Users inherit the roles assigned to their teams. Additional roles can be assigned directly to a user when they need permissions beyond what their team provides.
Note: If you were invited by email, you need to finish setting up your account before you can log in. If your company uses SSO (single sign-on), your account is created automatically the first time you log in.

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Roles

Collate uses role-based access control (RBAC). The built-in roles are: You can also create custom roles with fine-grained permissions under Settings > Roles & Policies.

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Teams

Teams let you group users by function such as Data Engineering, Analytics, and Finance. Teams can own data assets, be assigned governance tasks, and receive notifications.
  1. Select the Profile icon and navigate to Settings > Team & User Management > Teams. Access Teams
  2. Click Add Team. select-team-type
  3. In the Add Team panel, fill the following details and click Save:
    • Name (required) — A unique identifier for the team.
    • Display Name (required) — The human-readable name shown in the Collate UI.
    • Email (optional) — A contact email address for the team.
    • Team Type — Select the type that matches this team’s role in your hierarchy. The available options depend on the parent team’s type. See Team Structure in Collate.
    • Public Team — Toggle on to allow anyone in the organization to join, view data, and collaborate without an explicit invitation.
    • Description (optional) — Add context about the team’s purpose.
    Add Team form
Important:
  • The team type cannot be changed after a Group team is created.
  • Only teams of type Group can own data assets.

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Bulk invite via SSO

If your organisation uses an identity provider (Okta, Azure AD, Google Workspace, etc.), you can configure SSO and SCIM to provision users automatically. See SSO for setup instructions.