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2024.3
  • Immuta Documentation - 2024.3
  • What is Immuta?
  • Self-Managed Deployment
    • Requirements
    • Install
      • Managed Public Cloud
      • Red Hat OpenShift
    • Upgrade
      • Migrating to the New Helm Chart
      • Upgrading (IEHC)
      • Upgrading (IHC)
    • Guides
      • Ingress Configuration
      • TLS Configuration
      • Cosign Verification
      • Production Best Practices
      • Rotating Credentials
      • External Cache Configuration
      • Enabling Legacy Query Engine and Fingerprint
      • Private Container Registries
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    • Disaster Recovery
    • Troubleshooting
    • Conventions
  • Integrations
    • Immuta Integrations
    • Snowflake
      • Getting Started
      • How-to Guides
        • Configure a Snowflake Integration
        • Snowflake Table Grants Migration
        • Edit or Remove Your Snowflake Integration
        • Integration Settings
          • Enable Snowflake Table Grants
          • Use Snowflake Data Sharing with Immuta
          • Configure Snowflake Lineage Tag Propagation
          • Enable Snowflake Low Row Access Policy Mode
            • Upgrade Snowflake Low Row Access Policy Mode
      • Reference Guides
        • Snowflake Integration
        • Snowflake Data Sharing
        • Snowflake Lineage Tag Propagation
        • Snowflake Low Row Access Policy Mode
        • Snowflake Table Grants
        • Warehouse Sizing Recommendations
      • Phased Snowflake Onboarding Concept Guide
    • Databricks Unity Catalog
      • Getting Started
      • How-to Guides
        • Configure a Databricks Unity Catalog Integration
        • Migrate to Unity Catalog
      • Databricks Unity Catalog Integration Reference Guide
    • Databricks Spark
      • How-to Guides
        • Configuration
          • Simplified Databricks Spark Configuration
          • Manual Databricks Spark Configuration
          • Manually Update Your Databricks Cluster
          • Install a Trusted Library
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        • Hide the Immuta Database in Databricks
        • Run spark-submit Jobs on Databricks
        • Configure Project UDFs Cache Settings
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      • Reference Guides
        • Databricks Spark Integration
        • Databricks Spark Pre-Configuration Details
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          • Databricks Spark Cluster Policies
            • Python & SQL
            • Python & SQL & R
            • Python & SQL & R with Library Support
            • Scala
            • Sparklyr
          • Environment Variables
          • Ephemeral Overrides
          • Py4j Security Error
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          • Databricks Security Configuration for Performance
        • Databricks Change Data Feed
        • Databricks Libraries Introduction
        • Delta Lake API
        • Spark Direct File Reads
        • Databricks Metastore Magic
    • Starburst (Trino)
      • Getting Started
      • How-to Guides
        • Configure Starburst (Trino) Integration
        • Customize Read and Write Access Policies for Starburst (Trino)
      • Starburst (Trino) Integration Reference Guide
    • Redshift
      • Getting Started
      • How-to Guides
        • Configure Redshift Integration
        • Configure Redshift Spectrum
      • Reference Guides
        • Redshift Integration
        • Redshift Pre-Configuration Details
    • Azure Synapse Analytics
      • Getting Started
      • Configure Azure Synapse Analytics Integration
      • Reference Guides
        • Azure Synapse Analytics Integration
        • Azure Synapse Analytics Pre-Configuration Details
    • Amazon S3
    • Google BigQuery
    • Legacy Integrations
      • Securing Hive and Impala Without Sentry
      • Enabling ImmutaGroupsMapping
    • Catalogs
      • Getting Started with External Catalogs
      • Configure an External Catalog
      • Reference Guides
        • External Catalogs
        • Custom REST Catalogs
          • Custom REST Catalog Interface Endpoints
  • Data
    • Registering Metadata
      • Data Sources in Immuta
      • Register Data Sources
        • Create a Data Source
        • Create an Amazon S3 Data Source
        • Create a Google BigQuery Data Source
        • Bulk Create Snowflake Data Sources
      • Data Source Settings
        • How-to Guides
          • Manage Data Sources and Data Source Settings
          • Manage Data Source Members
          • Manage Access Requests and Tasks
          • Manage Data Dictionary Descriptions
          • Disable Immuta from Sampling Raw Data
        • Data Source Health Checks Reference Guide
      • Schema Monitoring
        • How-to Guides
          • Run Schema Monitoring and Column Detection Jobs
          • Manage Schema Monitoring
        • Reference Guides
          • Schema Monitoring
          • Schema Projects
        • Why Use Schema Monitoring?
    • Domains
      • Getting Started with Domains
      • Domains Reference Guide
    • Tags
      • How-to Guides
        • Create and Manage Tags
        • Add Tags to Data Sources and Projects
      • Tags Reference Guide
  • People
    • Getting Started
    • Identity Managers (IAMs)
      • How-to Guides
        • Okta LDAP Interface
        • OpenID Connect
          • OpenID Connect Protocol
          • Okta and OpenID Connect
          • OneLogin with OpenID
        • SAML
          • SAML Protocol
          • Microsoft Entra ID
          • Okta SAML SCIM
      • Reference Guides
        • Identity Managers
        • SAML Single Logout
        • SAML Protocol Configuration Options
    • Immuta Users
      • How-to Guides
        • Managing Personas and Permissions
        • Manage Attributes and Groups
        • User Impersonation
        • External User ID Mapping
        • External User Info Endpoint
      • Reference Guides
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        • Permissions and Personas
  • Discover Your Data
    • Getting Started with Discover
    • Introduction
    • Data Discovery
      • How-to Guides
        • Enable Sensitive Data Discovery (SDD)
        • Manage Identification Frameworks
        • Manage Identifiers
        • Run and Manage SDD on Data Sources
        • Manage Sensitive Data Discovery Settings
        • Migrate From Legacy to Native SDD
      • Reference Guides
        • How Competitive Criteria Analysis Works
        • Built-in Identifier Reference
        • Built-in Discovered Tags Reference
    • Data Classification
      • How-to Guides
        • Activate Classification Frameworks
        • Adjust Identification and Classification Framework Tags
        • How to Use a Built-In Classification Framework with Your Own Tags
      • Built-in Classification Frameworks Reference Guide
  • Detect Your Activity
    • Getting Started with Detect
      • Monitor and Secure Sensitive Data Platform Query Activity
        • User Identity Best Practices
        • Integration Architecture
        • Snowflake Roles Best Practices
        • Register Data Sources
        • Automate Entity and Sensitivity Discovery
        • Detect with Discover: Onboarding Guide
        • Using Immuta Detect
      • General Immuta Configuration
        • User Identity Best Practices
        • Integration Architecture
        • Databricks Roles Best Practices
        • Register Data Sources
    • Introduction
    • Audit
      • How-to Guides
        • Export Audit Logs to S3
        • Export Audit Logs to ADLS
        • Run Governance Reports
      • Reference Guides
        • Universal Audit Model (UAM)
          • UAM Schema
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          • Snowflake Query Audit Logs
          • Databricks Unity Catalog Query Audit Logs
          • Databricks Spark Query Audit Logs
          • Starburst (Trino) Query Audit Logs
        • Audit Export GraphQL Reference Guide
        • Governance Report Types
        • Unknown Users in Audit Logs
      • Deprecated Audit Guides
        • Legacy to UAM Migration
        • Download Audit Logs
        • System Audit Logs
    • Dashboards
      • Use the Detect Dashboards How-To Guide
      • Detect Dashboards Reference Guide
    • Monitors
      • Manage Monitors and Observations
      • Detect Monitors Reference Guide
  • Secure Your Data
    • Getting Started with Secure
      • Automate Data Access Control Decisions
        • The Two Paths: Orchestrated RBAC and ABAC
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
        • Test and Deploy Policy
      • Compliantly Open More Sensitive Data for ML and Analytics
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
      • Federated Governance for Data Mesh and Self-Serve Data Access
        • Defining Domains
        • Managing Data Products
        • Managing Data Metadata
        • Apply Federated Governance
        • Discover and Subscribe to Data Products
    • Introduction
      • Scalability and Evolvability
      • Understandability
      • Distributed Stewardship
      • Consistency
      • Availability of Data
    • Authoring Policies in Secure
      • Authoring Policies at Scale
      • Data Engineering with Limited Policy Downtime
      • Subscription Policies
        • How-to Guides
          • Author a Subscription Policy
          • Author an ABAC Subscription Policy
          • Subscription Policies Advanced DSL Guide
          • Author a Restricted Subscription Policy
          • Clone, Activate, or Stage a Global Policy
        • Reference Guides
          • Subscription Policies
          • Subscription Policy Access Types
          • Advanced Use of Special Functions
      • Data Policies
        • Overview
        • How-to Guides
          • Author a Masking Data Policy
          • Author a Minimization Policy
          • Author a Purpose-Based Restriction Policy
          • Author a Restricted Data Policy
          • Author a Row-Level Policy
          • Author a Time-Based Restriction Policy
          • Certifications Exemptions and Diffs
          • External Masking Interface
        • Reference Guides
          • Data Policy Types
          • Masking Policies
          • Row-Level Policies
          • Custom WHERE Clause Functions
          • Data Policy Conflicts and Fallback
          • Custom Data Policy Certifications
          • Orchestrated Masking Policies
    • Projects and Purpose-Based Access Control
      • Projects and Purpose Controls
        • Getting Started
        • How-to Guides
          • Create a Project
          • Create and Manage Purposes
          • Adjust a Policy
          • Project Management
            • Manage Projects and Project Settings
            • Manage Project Data Sources
            • Manage Project Members
        • Reference Guides
          • Projects and Purposes
          • Policy Adjustments
        • Why Use Purposes?
      • Equalized Access
        • Manage Project Equalization
        • Project Equalization Reference Guide
        • Why Use Project Equalization?
      • Masked Joins
        • Enable Masked Joins
        • Why Use Masked Joins?
      • Writing to Projects
        • How-to Guides
          • Create and Manage Snowflake Project Workspaces
          • Create and Manage Databricks Spark Project Workspaces
          • Write Data to the Workspace
        • Reference Guides
          • Project Workspaces
          • Project UDFs (Databricks)
    • Data Consumers
      • Subscribe to a Data Source
      • Query Data
        • Querying Snowflake Data
        • Querying Databricks Data
        • Querying Databricks SQL Data
        • Querying Starburst (Trino) Data
        • Querying Redshift Data
        • Querying Azure Synapse Analytics Data
      • Subscribe to Projects
  • Application Settings
    • How-to Guides
      • App Settings
      • BI Tools
        • BI Tool Configuration Recommendations
        • Power BI Configuration Example
        • Tableau Configuration Example
      • Add a License Key
      • Add ODBC Drivers
      • Manage Encryption Keys
      • System Status Bundle
    • Reference Guides
      • Data Processing, Encryption, and Masking Practices
      • Metadata Ingestion
  • Releases
    • Immuta v2024.3 Release Notes
    • Immuta Release Lifecycle
    • Immuta LTS Changelog
    • Immuta Support Matrix Overview
    • Immuta CLI Release Notes
    • Immuta Image Digests
    • Preview Features
      • Features in Preview
    • Deprecations
  • Developer Guides
    • The Immuta CLI
      • Install and Configure the Immuta CLI
      • Manage Your Immuta Tenant
      • Manage Data Sources
      • Manage Sensitive Data Discovery
        • Manage Sensitive Data Discovery Rules
        • Manage Identification Frameworks
        • Run Sensitive Data Discovery on Data Sources
      • Manage Policies
      • Manage Projects
      • Manage Purposes
      • Manage Audit
    • The Immuta API
      • Integrations API
        • Getting Started
        • How-to Guides
          • Configure an Amazon S3 Integration
          • Configure an Azure Synapse Analytics Integration
          • Configure a Databricks Unity Catalog Integration
          • Configure a Google BigQuery Integration
          • Configure a Redshift Integration
          • Configure a Snowflake Integration
          • Configure a Starburst (Trino) Integration
        • Reference Guides
          • Integrations API Endpoints
          • Integration Configuration Payload
          • Response Schema
          • HTTP Status Codes and Error Messages
      • Immuta V2 API
        • Data Source Payload Attribute Details
        • Data Source Request Payload Examples
        • Create Policies API Examples
        • Create Projects API Examples
        • Create Purposes API Examples
      • Immuta V1 API
        • Authenticate with the API
        • Configure Your Instance of Immuta
          • Get Fingerprint Status
          • Get Job Status
          • Manage Frameworks
          • Manage IAMs
          • Manage Licenses
          • Manage Notifications
          • Manage Sensitive Data Discovery (SDD)
          • Manage Tags
          • Manage Webhooks
          • Search Filters
        • Connect Your Data
          • Create and Manage an Amazon S3 Data Source
          • Create an Azure Synapse Analytics Data Source
          • Create an Azure Blob Storage Data Source
          • Create a Databricks Data Source
          • Create a Presto Data Source
          • Create a Redshift Data Source
          • Create a Snowflake Data Source
          • Create a Starburst (Trino) Data Source
          • Manage the Data Dictionary
        • Manage Data Access
          • Manage Access Requests
          • Manage Data and Subscription Policies
          • Manage Domains
          • Manage Write Policies
            • Write Policies Payloads and Response Schema Reference Guide
          • Policy Handler Objects
          • Search Audit Logs
          • Search Connection Strings
          • Search for Organizations
          • Search Schemas
        • Subscribe to and Manage Data Sources
        • Manage Projects and Purposes
          • Manage Projects
          • Manage Purposes
        • Generate Governance Reports
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On this page
  • Add members to a data source
  • Bulk add users to multiple data sources
  • Set user access expiration date for a data source
  • Modify user or group roles within a data source
  • View user or group subscription history
  • Remove users or groups from a data source
  • Related guides
  • Reference guide
  • How-to guides

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  1. Data
  2. Registering Metadata
  3. Data Source Settings
  4. How-to Guides

Manage Data Source Members

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In addition to creating and managing data sources, data owners can add and manage data source members manually. While this is supported, it is not recommended and instead it is much more scalable to manage user access through

For other guides related to data source members and management, see the .

Add members to a data source

  1. Navigate to the data source and click the Members tab.

  2. Click Add Members and enter the group name or username.

  3. Select their Role:

    • Subscriber: The role can have read or write access to the table. This role is only available if there are on the data source.

    • Owner: The role can manage data source members and policies and have read or write access to the table.

    • Expert: The role can manage the data dictionary descriptions and have read or write access to the table. This role is only available if there are on the data source.

    You can also opt to for when the user’s access should expire.

  4. Select Read or Write from the Access Grant dropdown. This option is only available if have been enabled.

  5. Click Add.

Bulk add users to multiple data sources

  1. Navigate to the data sources list page.

  2. Select the data sources you want to add users to by clicking the checkbox next to the data source.

  3. Select Add Users.

  4. In the modal, type the user name or group name and select the user or group you want to add from the dropdown menu.

  5. Opt to set an Expiration for the users' subscriptions. Additionally, you can change the role from Subscriber to Expert or Owner for the users or groups using the dropdown menu in the Role column.

  6. Click Add. All users and groups will be added to the data sources you selected.

Set user access expiration date for a data source

As a data owner, you can limit the amount of time a user or group has access to your data source by setting an access expiration date.

  1. Navigate to the Members tab.

  2. Adjust the number of days under the Expires column for the user/group whose access you want to limit (the limit is counting from today, so users/groups with 0 days left means their access will be revoked by the end of today and users with 1 day left means their access will be revoked by the end of tomorrow).

  3. Save your changes.

To remove the limit (or set the limit to Never), delete the number from the field and save your changes.

Modify user or group roles within a data source

  1. Navigate to the Members tab.

  2. Click the drop-down arrow under the Role column next to the user/group whose role you’d like to change.

  3. Select another role (subscribed, expert, owner or ingest user, if applicable).

Notifications about the change will be sent to the affected users and groups (as well as alternative Owners).

View user or group subscription history

  1. Navigate to the Members tab.

  2. Click the Name of the user or group whose history you want to review.

Remove users or groups from a data source

As a data owner, you can deny access to any users or groups at any time.

  1. Navigate to the Members tab.

  2. To remove a user or group from a data source, click Deny in the Actions column next to the user or group you want to remove.

  3. Complete the Deny Access form, including a reason for revoking the access.

This action will immediately update users' or groups' subscription status, and they will no longer have any access to the data source. Notifications will be sent to the affected users (as well as alternative data owners) informing them of the change in subscription status.

Related guides

Reference guide

How-to guides

In addition to adding and managing data source members as outlined above, data owners can manage data source

For information about data source members and subscriptions, see the .

column tags
data dictionaries
settings
subscription policies
read access policies
read access policies
write policies
Related guides section
specify an expiration date
data source user roles section