The CPSH settings allow you to customize the operating model and manage your environment according to your needs.
To access the CPSH settings, on the main toolbar, click 
→ Settings.
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. |
|
| 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. |
|
| Roles and Permissions |
Manage permissions and roles to define which actions users can perform. |
|
| Workflows |
Manage workflow definitions and see running instances. |
|
| Users and Subscriptions |
Manage users and groups, see license and asset consumption, and the product package you are using. |
|
|
Migrate the operating model and views from one CPSH environment to another. |
|
|
| Search | Manage settings specific to Search and Data Marketplace. |
|
|
Manage Edge, including Edge or Collibra Cloud sites, their capabilities, and connections. |
|
|
| Data Notebook | Manage settings specific to Data Notebook. |
|
| AI Agents | Manage Collibra AI Copilot and the AI agents. For information about enabling this feature, go to Collibra AI Copilot configuration. |
|
