Admin Guide
Everything you need to set up, configure, and manage your Collate deployment. From onboarding your first data source to configuring fine-grained access policies.
Setup & Ingestion
Connect data sources, run metadata ingestion, and configure your deployment.
SSO & Authentication
Enable single sign-on with Okta, Auth0, Azure, Google, SAML, LDAP, and more.
Teams & Users
Manage teams, invite users, configure membership, and set up SCIM provisioning.
Roles & Policies
Define roles, attach access policies, and debug permissions across your platform.
Applications
Run Autopilot, Reverse Metadata, Query Runner, and other platform applications.
Configuration & Monitoring
Tune search, manage personas, monitor data insights, and review audit logs.
Persona & Landing Page
Customize navigation, home page widgets, and feature access for each user role.
Billing and Usage
Monitor AI credit consumption, plan limits, and troubleshoot blocked runs.
Preferences
Brand your instance, configure email and login, and set platform-wide defaults for lineage, search, and the profiler.