Quickstart: Create a collection and assign permissions in Purview

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Collections are Azure Purview's tool to manage ownership and access control across assets, sources, and information. They also organize your sources and assets into categories that are customized to match your management experience with your data. This guide will take you through setting up your first collection and collection admin to prepare your Purview environment for your organization.

Prerequisites

Check permissions

In order to create and manage collections in Purview, you will need to be a Collection Admin within Purview. We can check these permissions in the Purview Studio. You can find the studio by going to your Purview resource in the Azure portal, and selecting the Open Purview Studio tile on the overview page.

  1. Select Data Map > Collections from the left pane to open collection management page.

    Screenshot of Purview studio opened to the Data Map, with the Collections tab selected.

  2. Select your root collection. This is the top collection in your collection list and will have the same name as your Purview resource. In our example below, it's called Contoso Purview.

    Screenshot of Purview studio window, opened to the Data Map, with the root collection highlighted.

  3. Select role assignments in the collection window.

    Screenshot of Purview studio window, opened to the Data Map, with the role assignments tab highlighted.

  4. To create a collection, you will need to be in the collection admin list under role assignments. If you created the Purview resource, you should be listed as a collection admin under the root collection already. If not, you'll need to contact the collection admin to grant you permission.

    Screenshot of Purview studio window, opened to the Data Map, with the collection admin section highlighted.

Create a collection in the portal

To create your collection, we'll start in the Purview Studio. You can find the studio by going to your Purview resource in the Azure portal and selecting the Open Purview Studio tile on the overview page.

  1. Select Data Map > Collections from the left pane to open collection management page.

    Screenshot of Purview studio window, opened to the Data Map, with the Collections tab selected.

  2. Select + Add a collection.

    Screenshot of Purview studio window, opened to the Data Map, with the Collections tab selected and Add a Collection highlighted.

  3. In the right panel, enter the collection name, description, and search for users to add them as collection admins.

    Screenshot of Purview studio window, showing the new collection window, with a display name and collection admins selected, and the create button highlighted.

  4. Select Create. The collection information will reflect on the page.

    Screenshot of Purview studio window, showing the newly created collection window.

Assign permissions to collection

Now that you have a collection, you can assign permissions to this collection to manage your users access to Purview.

Roles

All assigned roles apply to sources, assets, and other objects within the collection where the role is applied.

  • Collection admins - can edit a collection, its details, manage access in the collection, and add subcollections.
  • Data source admins - can manage data sources and data scans.
  • Data curators - can create, read, modify, and delete actions on catalog data objects.
  • Data readers - can access but not modify catalog data objects.

Assign permissions

  1. Select Role assignments tab to see all the roles in a collection.

    Screenshot of Purview studio collection window, with the role assignments tab highlighted.

  2. Select Edit role assignments or the person icon to edit each role member.

    Screenshot of Purview studio collection window, with the edit role assignments dropdown list selected.

  3. Type in the textbox to search for users you want to add to the role member. Select OK to save the change.

Next steps

Now that you have a collection, you can follow these guides below to add resources, scan, and manage your collections.