How-To Guides | Kada Knowledge Library

Step-by-Step Guides for KADA Users

This section contains practical, task-focused guides for getting things done in KADA. Each guide walks you through a specific workflow from start to finish.

This section is for:

End users and data stewards working in KADA day-to-day
Data owners managing assets, teams, and governance
Admins configuring platform settings

👤 Profile & Account

Guide	Description	Who
How to update Profile Settings	Update your roles, job type, notification preferences, and timezone after onboarding	All users

🔍 Search & Discovery

Guide	Description	Who
How to customise search with filters	Add and save custom filters to refine your search results	All users
How to change number of Search results displayed	Adjust the default number of search results shown per page	Admins

🔗 Lineage & Data Quality

Guide	Description	Who
How to run column level lineage (Beta)	Process and explore column-level lineage across your data assets	Admins
How to identify masked data	Spot Snowflake masking policies applied to data assets in K	All users
How to use K for Data Migration Analysis	Use KADA usage analytics to identify what data to migrate and in what priority order	All users

📚 Collections & Governance

Guide	Description	Who
How to Create a Collection in K	Group data items (e.g. Critical Data Elements) into a managed Collection	Data Governance Managers, Data Managers
How to Create an Instance in a Collection	Add individual items (terms, CDEs) as instances within a Collection	Data Governance Managers, Data Managers
How to Link data items to an Instance	Connect data assets to a Collection instance manually or via business rules	Data Governance Managers, Data Managers
How to link Data Owners and Stewards	Assign ownership and stewardship to data assets individually or in bulk	Data Owners, Admins

👥 Teams & Collaboration

Guide	Description	Who
How to Create and Add Users to a Team	Set up a team in KADA and invite onboarded users to join	Admins, Data Managers
How to Create and Link a Channel (Slack & Teams)	Connect Slack or Microsoft Teams channels to data assets for active discussion	All users

💡 Looking for admin tasks? Things like managing data loads, configuring settings, or setting up email belong in Admin Guides.

💡 Looking for integration setup? Head to Integration Guides for connecting data sources.

❓ Have a question rather than a task? Check the FAQs section.

🚀 New to KADA? Start with Getting Started for onboarding guides.