2024-12-10 19:09:00 +01:00

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How to Define Personas in OpenMetadata /how-to-guides/admin-guide/persona-landing-page-customization/defining-persona

How to Define Personas

What is a Persona?

In OpenMetadata, a persona represents an organization's specific role or function, such as a data engineer, data steward, or data scientist. Personas define how the user interacts with the platform by tailoring the interface and functionality to their role.

Example:

  • A data engineer might focus on pipelines and data quality.
  • A data steward is more concerned with governance and glossary management.

Steps to Define a Persona:

  1. As an administrator, navigate to Settings > Team & User Management > Persona settings in OpenMetadata.

{% image src="/images/v1.6/how-to-guides/admin-guide/persona-1.png" alt="Settings > Team & User Management" caption="Settings > Team & User Management" /%}

{% image src="/images/v1.6/how-to-guides/admin-guide/persona-2.png" alt="Persona settings" caption="Persona settings" /%}

  1. Create a new persona or modify an existing one.

{% image src="/images/v1.6/how-to-guides/admin-guide/persona-3.png" alt="create a new persona*" caption="create a new persona*" /%}

  1. Associate users with the appropriate persona to customize their experience based on their roles.

{% image src="/images/v1.6/how-to-guides/admin-guide/persona-4.png" alt="Associate users" caption="Associate users" /%}