Create and Manage Purposes

Requirement: GOVERNANCE or PROJECT_MANAGEMENT Immuta permission

Create a purpose

1. Click Governance and select Purposes in the navigation menu.

2. Click + Add Purpose.

3. Complete the Purpose Name field, and opt to customize the acknowledgement statement or add a description.

4. Click Create.

Create sub-purposes

1. Click Governance and select Purposes in the navigation menu.

2. Open the dropdown menu and click View or Edit in the actions column of the purpose you want to add sub-purposes to.

3. Click Add Sub-Purposes.

4. Enter a name in the Enter nested purpose field in the Sub-Purpose Builder.

5. Click the arrow to the right of the purpose or sub-purpose(s) to continue adding nested purpose fields.

6. Click Save.

A list of sub-purposes will populate at the bottom of the page. You can manage these sub-purposes by clicking Edit in the Actions column at any time.

Add a purpose to an existing project

1. Click Data in the navigation menu and select Projects.

2. Go to the project overview page and click Add Purposes.

3. Select the purpose from the dropdown menu or click Create Purpose.

4. Complete the prompts in the modal and then click Save.

For the purpose to go into effect, it must be approved by a user with the GOVERNANCE or PROJECT_MANAGEMENT Immuta permission.

Customize acknowledgement statements

1. Click Governance and select Purposes in the navigation menu.

2. Open the dropdown menu and click Edit in the Actions column of the purpose you would like to customize.

3. Click Edit above the acknowledgement statement, customize the text, and then click Confirm.

The page displays the updated statement, which now will be used by all projects and purposes. The updated statement will also be used by any new members joining existing projects containing purposes with default statements.

By default, sub-purposes will inherit the acknowledgment statements of their parent purposes. However, you can customize the acknowledgement statement for an individual sub-purpose as well by following the process above.

Manage purpose requests

1. Navigate to your user profile page and click the Requests tab.

2. Approve or deny the purpose request in the actions column.

Delete a purpose

1. Click Governance and select Purposes in the navigation menu.

2. Click the more actions icon in the Actions column of the purpose or sub-purpose you want to delete.

3. Select Delete, and then click Confirm to approve the deletion.

Any project that contained the deleted purpose will be treated as no longer compliant, so the project overview page will display a violation tag. Project owners can remediate the violation by removing the purpose from the project.