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Persona Configuration and Precedence

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Persona Precedence Logic

To clarify how Personas take effect:
  • User-level Default Persona (highest priority)
  • Organization-level Default Persona (fallback)
If a user has a Default Persona explicitly assigned at the user level, that Persona will take precedence. If no user-level Persona is defined, the system will apply the Organization-level Default Persona associated with the user’s role.

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Effective Persona Resolution Flow

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

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1. Setting a Persona at the Organizational Level

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

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Steps

  1. Navigate to Settings
  2. Select Persona
Select Persona Settings
  1. From the list of available roles, select the role you want to configure
    • Example: Data Steward
Select Data Steward Role
  1. Click the three dots (⋮) at the top-right corner of the selected role
  2. Select Set as Default
Set as Default Persona Once marked, this Persona becomes the default for all users associated with that role, unless a user-level Persona overrides it.

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Example: Customizing the Navigation Menu

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

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Steps

  1. Navigate to Settings
  2. Select Persona
Select Persona Settings
  1. Open the Persona you want to edit
Open Persona to Edit
  1. Go to Navigation Settings
Navigate to Navigation Settings
  1. Enable the options you want to display in the left sidebar
Enable Navigation Options Only the enabled options will appear in the left-hand navigation menu for users assigned to this Persona.

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2. Defining a User Persona

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

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Steps

  1. Navigate to Settings
  2. Go to Team and User Management
Team and User Management
  1. Select Users
Select Users
  1. Search for the user you want to update
Search for User
  1. Open the user profile
You can configure the following fields:
  • Default Persona
  • Organization
  • Domain
  • Roles
Configure User Profile Fields These settings determine how the user interacts with the system, including:
  • Navigation visibility
  • Feature access
  • Permissions
  • Overall user experience in Collate

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Summary

LevelScopePriority
User-level PersonaIndividual userHigh
Organization-level PersonaRole-based defaultFallback
A user-level Default Persona overrides the Organization-level Default Persona. If no user-level Persona is defined, the Organization-level Persona applies.