Collate Discovery: Roles and Policies

Series: Collate Discovery
Guest: Keya Karimian, Solutions Engineer at Collate
Subject: Roles and Policies

*Master Collate's Security: Understanding Roles, Policies & Access Control*

Dive deep into Collate's powerful security framework with Solutions Engineer Keya Karminian! This episode breaks down the essential differences between roles, personas, and policies, and shows you exactly how to implement granular access controls for your data governance needs.

*What You'll Learn:*

*The hierarchy of Rules → Policies → Roles and how they work together
*Out-of-the-box roles vs. custom role creation strategies
*Granular permissions for different resources (dashboards, glossaries, queries, and more)
*Real-world use cases for data stewards, engineers, and business analysts
*Team-based access control and domain restrictions
*SCIM integration with Active Directory for automated user provisioning

*Key Takeaways:*
*Roles = What you can DO (permissions & security)
*Personas = What you SEE (UI/UX customization)
*Policies combine multiple rules for flexible access control
*Seamless AD integration eliminates manual user management

Whether you're setting up Collate for the first time or optimizing your existing security model, this video provides the practical insights you need to implement enterprise-grade access controls.

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