> ## 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 | Collate 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>
  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.
</Note>

### Effective Persona Resolution Flow

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

## 1. Setting a Persona at the Organizational Level

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

### Steps

1. Navigate to **Settings**
2. Select **Persona**

<img src="https://mintcdn.com/collatedocs/ZLEUnJZGs5CYr3Q3/public/images/how-to-guides/admin-guide/persona-1.png?fit=max&auto=format&n=ZLEUnJZGs5CYr3Q3&q=85&s=f63d156223a5621283fcdfd54af6213d" alt="Select Persona Settings" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-1.png" />

3. From the list of available roles, select the role you want to configure
   * Example: Data Steward

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/persona-data.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=33741cf563e9d797898a694ef61a28b5" alt="Select Data Steward Role" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-data.png" />

4. Click the three dots (⋮) at the top-right corner of the selected role
5. Select **Set as Default**

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/persona-data-default.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=e51b63516aeeec26453c70f5ad813b84" alt="Set as Default Persona" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-data-default.png" />

Once marked, this Persona becomes the default for all users associated with that role, unless a user-level Persona overrides it.

### Example: Customizing the Navigation Menu

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

#### Steps

1. Navigate to **Settings**
2. Select **Persona**

<img src="https://mintcdn.com/collatedocs/ZLEUnJZGs5CYr3Q3/public/images/how-to-guides/admin-guide/persona-1.png?fit=max&auto=format&n=ZLEUnJZGs5CYr3Q3&q=85&s=f63d156223a5621283fcdfd54af6213d" alt="Select Persona Settings" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-1.png" />

3. Open the Persona you want to edit

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/persona-data.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=33741cf563e9d797898a694ef61a28b5" alt="Open Persona to Edit" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-data.png" />

4. Go to **Navigation Settings**

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/persona-data-navigation.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=93f3278c99aefc95fa80ae76421dbff9" alt="Navigate to Navigation Settings" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-data-navigation.png" />

5. Enable the options you want to display in the left sidebar

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/persona-data-navigation-options.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=9b8627ac00d17f4e4e7da579e075f6ba" alt="Enable Navigation Options" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/persona-data-navigation-options.png" />

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

## 2. Defining a User Persona

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

### Steps

1. Navigate to **Settings**
2. Go to **Team and User Management**

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/user-persona1.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=c57572de942a76a12cd6791b2691a520" alt="Team and User Management" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/user-persona1.png" />

3. Select **Users**

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/user-persona2.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=65de2c1aa9dd7c2770c0184c599411fd" alt="Select Users" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/user-persona2.png" />

4. Search for the user you want to update

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/user-persona3.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=3e2792fb5ecd93240a3e8316d7950cd9" alt="Search for User" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/user-persona3.png" />

5. Open the user profile

You can configure the following fields:

* **Default Persona**
* **Organization**
* **Domain**
* **Roles**

<img src="https://mintcdn.com/collatedocs/K7WT0JSD2V63YI0A/public/images/how-to-guides/admin-guide/user-persona4.png?fit=max&auto=format&n=K7WT0JSD2V63YI0A&q=85&s=1009b2ffd63f46234bf2e58f39ec01ca" alt="Configure User Profile Fields" width="4024" height="1911" data-path="public/images/how-to-guides/admin-guide/user-persona4.png" />

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.