Prerequisites

To ensure the Request app functions, there are some setup requirements that must be completed in the Governance app.

Required for all use cases

1. Register users in Immuta to ensure users can log in to the Request app, request access, and be provisioned access in the data platform.

   1. If the configured identity manager (IAM) to Immuta is syncing attributes (groups don't matter) from it, the checkbox to allow Immuta attributes to be applied to the IAM's users and groups must be enabled. To enable this setting, edit the IAM from the Governance app settings page.

2. Register a connection to create data sources and assets with request links. These data sources can then be added to data products.

Required to use Immuta as a marketplace

If you want to publish data products in Immuta for your users to browse, you must set up the following:

1. Assign data sources to domains. Each data product is comprised of data sources from a single domain, allowing you to segment your organization's data and delegate permissions to specific users that are knowledgeable about the data.

2. Grant users permission to be data product managers, allowing them to publish data from the domain they are privileged in.

Required for masking exception requests

If you want users to have the option to request for a masked column to appear unmasked, you must set up the following:

• Author masking data policies. Masking data policies mask data; then users can make masking exception requests to gain access to the unmasked data.

Optional Governance app setup

The following features can be set up to improve workflows, better user experience, or align with organizational governance goals:

• View reports and monitor Immuta and user query activity.

• Identify and tag data automatically.

• Customize the branding of the Request app.