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)

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.

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

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

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

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

3. Open the Persona you want to edit

4. Go to Navigation Settings

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

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

3. Select Users

4. Search for the user you want to update

5. Open the user profile

You can configure the following fields:

• Default Persona
• Organization
• Domain
• Roles

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.