About Collibra settings

The Collibra settings allow you to customize the operating model and manage your environment according to your needs.

To access the Collibra settings, on the main toolbar, click Products icon → Settings.

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

The Settings page has several sections:

Section

Description

Required global permission
General

Manage general settings, such as activities, languages, and banners.
  • System administration
Operating Model

Manage the operating model, which defines the structure of the data in your environment, for example asset types, domain types, characteristic types, and statuses.
  • System administration
Roles and Permissions

Manage permissions and roles to define which actions users can perform.
  • System administration
Workflows

Manage workflow definitions and see running instances.
  • System administration
  • Workflow administration
Users and Subscriptions

Manage users and groups, see license and asset consumption, and the product package you are using.
  • System administration
  • User administration
Users and groups

Manage users and groups, and see license consumption.
  • System administration
  • User administration
Search Manage settings specific to Search and Data Marketplace.
  • System administration
Data Marketplace Manage settings specific to Data Marketplace.
  • System administration

Edge

Manage Edge, including Edge or Collibra Cloud sites, their capabilities, and connections.
  • System administration

Migration

Migrate the operating model and views from one Collibra environment to another.
  • System administration
OAuth applications Register your applications to obtain a client ID and client secret that are required to request an access token to securely authenticate your applications to access Collibra public APIs without requiring individual user credentials.
  • System administration
Data Notebook Manage settings specific to Data Notebook.
  • Data Notebook
AI Agents Manage Collibra AI Copilot and the AI agents. For information about enabling this feature, go to Collibra AI Copilot configuration.
  • Manage all agents
Technical lineage Manage settings for technical lineage, including lineage mode and expansion behavior.
  • System administration
Logs Consult Collibra environment log files or download them for offline use.
  • Logs > View
AI Governance Manage the AI Governance customizations and Data Recommender settings.
  • System administration
Services Configuration

Manage configuration options that affect your entire platform, for example configure the help menu and the search feature.

Note Services configuration in the Collibra settings is the same as the DGC service configuration that requires an ADMIN role in Collibra Console. By default, this section is disabled. Contact Collibra Support if you want to use this section.
  • System administration
Tip Contact Collibra Support if you want to enable or disable the Settings page.