Manage Data Source Members

In addition to creating and managing data sources, data owners can add and manage data source members.

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

Add members to a data source

1. Navigate to the Members tab, and then click Add Members.

2. Enter a User or Group Name and select the Role (as a subscriber, expert, alternative owner or ingest user). You can also opt to specify an expiration date for when the user’s access should expire.

   Immuta will display a warning if users do not have access to any of the data because of policies applied to the data source.

3. Click Add and the group or user will automatically be added to the data source.

Users and group members (as well as alternative data owners) will receive notifications that new users have been approved to access the data source.

Bulk add users to multiple data sources

1. Search by tag name, column name, global policy, or connection string in the search box in the top left corner of the console. After selecting from the dropdown menu, you will automatically navigate to the Search page, where all relevant data sources will appear.
2. Select the data sources you want to add users to by clicking the checkbox next to the data source.

3. Click the dropdown menu in the top right corner of the results page and select Add Users.

4. In the modal, type the user name or group name in the Enter User Name or Group Name field and select the user or group you would like 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 Actions 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

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

How-to guides

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

• column tags
• data dictionaries
• settings