Skip to main content

Guide for Data Users

This user guide will provide more information on the basics of Collate, the details of the landing page and the widgets for Activity Feeds, Data Insights, Announcements, and more. You’ll also get more information about the data assets, and the details associated with it, like tags, tasks, conversations, announcements, versions, and more. This section will deal with all the details related to data assets: how to change data ownership, how to add tags, glossary terms, announcements, how to follow data assets, how data assets versioning works, and so on. Get quick access to all the data in your organization and the activities around it.
Tip: Navigate to the My Data page from anywhere by clicking on Collate logo.

Understanding the Basics of Collate

Learn about the Collate landing page and widgets

Overview of Data Assets

Learn about the data assets and the details associated with it.

Add Description

Describe your data assets using Markdown

Request for Description

Request for a description and discuss the same within Collate

Data Ownership

Learn how to assign or change data owners

Follow a Data Asset

Learn how to follow data assets

How to Add Tags

Add tags to data assets and learn about auto-PII classification.

Request for Tags

Request for tags and discuss about the same, all within Collate.

How to Add Glossary Terms

Add glossary terms to data assets making it easier for data discovery

Custom Properties

Learn how to create custom attributes for data assets

Overview of Announcements

Learn more about the announcements in Collate

Create an Announcement

Follow the steps to add an announcement

Data Asset Versioning

Review all the major and minor changes with version history

Delete a Data Asset

Soft, or hard delete data assets

Browser Extension

Install a browser extension