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How to Define Personas

What is a Persona?

In Collate, a persona represents an organization’s specific role or function, such as a data engineer, data steward, or data scientist. Personas define how the user interacts with the platform by tailoring the interface and functionality to their role. Example:
  • A data engineer might focus on pipelines and data quality.
  • A data steward is more concerned with governance and glossary management.

Steps to Define a Persona:

  1. As an administrator, navigate to Settings > Personas in Collate.
Settings > Personas
  1. Create a new persona or modify an existing one.
create a new persona*
  1. Associate users with the appropriate persona to customize their experience based on their roles.
Associate users