Collate Discovery

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. www.getcollate.io #dataengineering #dataquality #datagovernance #collate #openmetadata

Series: Collate Discovery Guest: Keya Karimian, Solutions Engineer at Collate Subject: Personas and UI Customization Keya and Shawn discuss how Collate transforms data platform adoption with powerful persona-driven UI customization. In this demo, solutions engineer Keya shows how different user types - from data stewards to business users - get completely tailored experiences with customized navigation, widgets, and page layouts. Learn how personas differ from roles, see real-time UI switching in action, and understand how teams and permissions work together to create seamless enterprise-wide data governance adoption. Perfect for organizations struggling with user adoption across technical and business teams. *Key Topics:* *Persona vs Role distinctions *Homepage widget customization *Navigation panel configuration *Data asset page layouts *Team management & permissions *Enterprise adoption strategies Transform your data platform from overwhelming to intuitive - see how Collate makes complex data governance accessible to every user type. www.getcollate.io #dataengineering #dataquality #datagovernance #collate #openmetadata

Series: Collate Discovery Guest: Keya Karimian, Solutions Engineer at Collate Subject: Data Contracts Keya and Shawn discuss the new data contracts feature now available in Collate. There is a detailed review of how they work, and how to configure them included. A great way to get started with this powerful feature. www.getcollate.io #dataengineering #dataquality #datagovernance #collate #datacontract

Series: Collate Discovery Guest: Keya Karimian, Solutions Engineer at Collate Subject: AI Agents Keya and Shawn do a deep dive into the AI Agents provided by Collate. Get a solid understanding of how these work, and what they do for you. www.getcollate.io #dataengineering #dataquality #datagovernance #collate #AI

Series: Collate Discovery Guest: Keya Karimian, Solutions Engineer at Collate Subject: Glossaries and Glossary Terms In this episode, join Keya and Shawn as they explore the glossary feature in Collate. Learn how to effectively use and manage glossaries and glossary terms, understand the application of decision trees in workflows, and gain insights into the overall process. Perfect for optimizing your data governance! www.getcollate.io #dataengineering #dataquality #datagovernance #collate