Requirement: You must own the project

Edit a member role

1. On the Members tab, click the Role of the member whose role you want to change.

2. Select a different role: subscribed or owner.

Remove members from a project

1. On the Members tab, click the Deny button next to the user or group you want to remove.

2. Complete the Reasoning field in the window that appears, and then click Submit.

Manage project purposes

Requirement: You must own the project or have the GOVERNANCE or PROJECT_MANAGEMENT Immuta permission

Add a purpose to a project

1. Navigate to the Project Overview tab.

2. Click + Add Purposes.

3. Create a new purpose in the modal or select purposes from the dropdown menu.

Remove a purpose from a project

1. Navigate to the Project Overview tab.

2. Scroll to the purposes section and click Remove.

3. Click I Agree

Enable project equalization

See the guide.

Enable masked joins

See the guide.

Manage project documentation

Requirement: CREATE_PROJECT Immuta permission (and you must own the project)

1. Click the Project Overview tab.

2. Click the Edit button in the Documentation section.

3. Document the details of your project in the text box that appears, and then click Save.

Manage project tags

Requirement: CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission

1. Select a project and navigate to the Project Overview tab.

2. Scroll to the Tags section and click the Add Tags button.

3. Begin typing the tag name in the window that appears, and then select the tag from the dropdown menu. A list of chosen tags will populate at the bottom of this window.

Remove tags from a project

Requirement: CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission

1. Navigate to the Project Overview tab.

2. Scroll to the Tags section and click on the tag that you want to remove to open its side sheet.

3. Click Remove.

Disable, enable, or delete a project

Requirements:

• CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission to disable or enable a project

• CREATE_PROJECT Immuta permission to delete a project

Disable a project

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the project and select Disable.

Enable a project

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the project and select Enable.

Delete a project

Deleting a project permanently removes it from Immuta. Projects must first be disabled before they can be deleted.

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the disabled project and select Delete.

Requirements:

• If project equalization or masked joins is enabled, you must own the project.

• If a purpose has been added to and approved for the project, you must have the GOVERNANCE or PROJECT_MANAGEMENT Immuta permission.

• Otherwise, you must be a project member.

Add data sources to a project

1. Navigate to the Project Overview tab.

2. Click the Add Data Sources button.

3. Start typing the name of a data source you'd like to include in the project.

Add data sources by purpose

You can automatically add all data sources to a project that contain a Limit usage to purpose policy that matches the purpose of that project.

1. Select a Project, and click the Add Data Sources button.

2. Click Add By Purpose.

3. All data sources matching the project's purpose(s) will populate at the bottom of the dialog. Review this list, and then click Save.

Bulk add data sources to a project

1. Set your current project to be the one you want new data sources in.

2. Navigate to the Data Sources page.

3. Select the checkboxes for the data sources you want in a project.