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How-To Guides

Updated in Version 6.0

How To 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.


πŸ‘€ Profile & Account

Guide

Description

Who

How to update Profile Settings

Update your roles, job type, notification preferences, and timezone after onboarding

All users

πŸ” 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

πŸ”— Lineage & Data Quality

Guide

Description

Who

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

πŸ“š 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

πŸ‘₯ 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


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

πŸ’‘ Looking for integration setup? Head to Integration Guides for connecting data sources.

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

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

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