Manage a profile

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

You can update your personal information and preferences in Collibra. This topic covers how to edit your user details, account settings, contact information, and notification preferences for both emails and product updates.

In this topic

Edit user details

You can edit your own profile such as the application language, email notifications and contact email address on your profile page. You can also reset your password, you receive instructions to do so by email.

Prerequisites

If you want to edit the user details of another user, you have a global role with the User Administration or the System Administration global permission, for example Sysadmin.

Steps

  1. Click your avatar, then Profile.
    Your profile page appears.
  2. In the upper-right corner, click Edit.
    The Edit dialog box appears.
  3. Enter the required information.
    FieldDescription

    First name

    Enter the first name of the user.

    Last name

    Enter the last name of the user.

    Email

    Enter the email address on which the user receives all communication from Collibra, such as the registration mail and notifications.

  4. Click Save.

Edit the user account settings

As a regular user, you can edit the settings of your own user account on your profile page. As an administrator, you can also edit the settings of other users.

Prerequisites

If you want to edit the user account settings of another user, you have a global role with the User Administration or the System Administration global permission, for example Sysadmin.

Steps

  1. Click your avatar, then Profile.
    Your profile page appears.
  2. Click Edit Profile.
    The Edit Profile dialog box appears.
  3. In the Account section, click .
  4. Enter the required information.
    FieldDescription
    Username

    Enter the username.

    • General requirements:
      • Uniqueness: Duplicate usernames are not allowed, regardless of their capitalization
        Example usernamecase and UserNameCase are considered duplicates.
      • No leading or trailing spaces
      • No empty usernames
      • Maximum of 255 characters
    • Character limitations: Usernames may contain only the characters in the following Unicode categories:
      • Letter
      • Number
      • Symbol
      • Punctuation
      • Non-spacing marks

    Application Language

    Language and Locale

    Choose the interface language, which affects the language as well as the format of dates, times and numbers.

    As an administrator, you can set the default language and locale, and make all dates show in the ISO-8601 (YYYY-MM-DD) format, regardless of the selected language and locale.

    This option can also be disabled when an administrator selects the default language and local.

    As an administrator, you can add or edit interface languages.

    First Name

    Enter the first name of the user.

    Last Name

    Enter the last name of the user.

    Email Address

    Enter the email address on which the user receives all communication from Collibra, such as the registration mail and notifications.

    Note When you edit your own email address, you must confirm your Collibra password. Administrators can edit the email addresses of other users without a password confirmation.

    To add a phone number, website, or instant messaging, go to Edit the contact information.

  5. Click Save.
  6. Click Save all.

Edit the contact information

As a regular user, you can edit or add new contact information for your own user account on your profile page. As an administrator, you can also edit the contact information of other users either from their profile page or the Users settings page.

Prerequisites

If you want to edit the contact information of another user, you have a global role with the User Administration or the System Administration global permission, for example Sysadmin.

Steps

  • Profile page
  • Users settings page
  1. Click your avatar, then Profile.
    Your profile page appears.
  2. Click Edit Profile.
    The Edit Profile dialog box appears.
  3. In the Contact Details tab, do one of the following:
    • Update any existing fields.

      Note When you edit your own email address, you must confirm your Collibra password. Administrators can edit the email addresses of other users without a password confirmation.

    • Select the type of contact information you want to add from the Add Phone button, and click the button.

      Note After editing an email address, a notification email is sent to the old email address.

  4. Do one of the following:
    • In the Contact section, click .

      Do this to edit the existing fields.

      Note When you edit your own email address, you must confirm your Collibra password. Administrators can edit the email addresses of other users without a password confirmation.

    • In the Contact section, click Add.
      Do this to add a new field, or edit the existing fields.

    Note After editing an email address, a notification email is sent to the old email address.

  5. Edit the contact information.
  6. Click Save.
  7. Click Save all.

Note Administrators cannot edit their own email address in the Users settings page.

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click Users and Subscriptions.
    The Users tab page opens.

  3. Hover your cursor over a cell in the Email column and double-click Edit icon.

    Do one of the following:

    • Double-click a cell in the E-mail column.
    • Hover your cursor over a cell in the E-mail column and click .

    Note After editing an email address, a notification email is sent to the old email address.

  4. Edit the email address.

  5. Press Enter, Tab, or click outside the filed to save the changes.

    Click to save the changes.

Edit the email notification settings

You can edit the email notification settings for your own user account. As an administrator, you can also edit the notification settings of other users.If you want to edit the user account settings of another user, you have a global role with the User Administration or the System Administration global permission, for example Sysadmin.

If you enable notifications, you will be notified via email whenever changes are made to assets for which you have been assigned a responsibility.

Note Only the 20 most recent changes for a given asset are shown in the notification email.

Prerequisites

If you want to edit the email notification settings of another user, you have a global role with the User Administration or the System Administration global permission, for example Sysadmin.

Steps

  1. Click your avatar, then Profile.
    Your profile page appears.
  2. Click Notification Settings.
  3. In the Notifications section, click .
  4. In Content Notifications, select the required option.
    OptionDescription
    NoneYou won't receive any email notifications.
    WeeklyReceive email notifications only on the days you specify.
    MonthlyReceive a summary email once a month.
  5. Select or clear the available options.
    OptionDescription
    Notify me of content updates

    Specify whether or not you want to receive email notifications.

    If you select this option, email notifications will be sent to the email address shown in the Contact section of your Profile page, at the specified frequency.

    Days of the weekReceive email notifications only on the days you specify.
    MonthlyReceive a summary email once a month.
  6. Click Save.

Edit the product notification settings

You can edit the product notification settings on your profile page, where you can choose the types of notifications you'd like to receive, including:

  • Scheduled maintenance
  • Critical incidents
  • Upcoming Collibra events
  • Product sentiment surveys
  • Product announcements (such as new offering and breaking changes)
  • Research opportunities (to improve the product)

Note These settings control in-app notifications only.

Prerequisites

Collect Application Usage Data is enabled. Contact Collibra Support if this is not the case.

Steps

  1. Click your avatar, then Profile.
    Your profile page appears.
  2. Click Notification Settings.
  3. In the Product Notifications section, select or clear the checkbox for each type of notification.