Administrator Learning Path

Who this path is for

This learning path is for users who manage users, groups, and attributes for their organization.

Learning path context

Although System Administrator responsibilities in the Immuta console can be boiled down to managing users, permissions, and groups and attributes, the problem they solve within an organization is complicated: increasing flexibility while decreasing complexity and friction with data access and control.

This learning path illustrates how to manage users, permissions, and groups and attributes, which are used to drive policies and restrict data access.

Traditional approaches to using groups for data access rarely implement user attributes in ways that make sense and reflect who the users actually are; instead, users are divided into groups, and then these groups are used to determine what data users should have access to.

In this approach, once data sources are added or controls need to change, new groups must be added and managed, which creates confusion and inefficiency because, eventually, more groups exist than data sources and users don’t know what groups they need access to.

Immuta shifts this paradigm by comparing user attributes to conditions set in policies to determine data access. System Administrators create and manage these attributes, which then drive Global and Local Policies.

Before beginning the first course, consider these overarching questions:

What are your specific goals regarding data access and compliance, and how do your goals compare to your organization’s goals?

How will Immuta be incorporated into your workflow?

How do you currently manage groups in your organization, and how are these groups used to restrict access to data?

What you’ll be able to do

After completing this learning path, you’ll be able to

  • identify the differences between the roles of Administrators and Data Governors.
  • identify the actions they can take with the USER_ADMIN and APPLICATION_ADMIN permissions.
  • effectively manage groups, permissions, and attributes.
  • add users to and remove users from groups.
  • add attributes to and remove attributes from users and groups.

Data Governor Learning Path

Who this path is for

This course is for users who manage and assess compliance for their organization.

Learning path context

Enforcing and assessing compliance across departments within an organization is the challenge faced by Data Governors. This learning path illustrates how these users can create and enforce policies on data without needing to write code.

Before beginning the first course, consider reading the following articles for context:

“How Policy Leaders Can Democratize Data Ethics”

“Steps to Prepare for California‚Äôs New Consumer Privacy Act of 2018”

What you’ll be able to do

After completing this learning path, you’ll be able to

  • identify the actions of the Governor role.
  • manage tags to drive compliance.
  • create Global Subscription and Data Policies.
  • customize project settings and manage purposes.
  • customize an acknowledgement statement.
  • join a project.
  • manually add users to a project and manage member roles.
  • manage data source access requests.
  • manage data sources within a project.
  • disable a project.
  • run Immuta Reports.

Data Owner and Data User Learning Path

Who this path is for

This learning path is for anyone who needs to share and access data in their organization.

Learning path context

In large organizations, it can be difficult, if not impossible, for analysts to access all the data they need.

This learning path demonstrates how Data Owners can create data sources, enforce policies, and build projects to collaborate and share their data with users across their organizations efficiently and compliantly.

Before beginning the first course, consider these overarching questions:

What are your specific goals regarding data access and collaboration, and how do they compare to your organization’s goals?

How will Immuta be incorporated into your workflow?

What you’ll be able to do

After completing this learning path, you’ll be able to

  • create and manage data sources.
  • add a description and documentation for a data source.
  • add tags to a data source.
  • manage the Data Dictionary.
  • manage data source access requests.
  • post, respond to, and delete a discussion thread.
  • retrieve SQL connections and access credentials.
  • create and apply Subscription and Data Policies to a data source.
  • create and manage a project.
  • manage access requests to a project.
  • create a Subscription Policy for a project.
  • add tags and data sources to a project.
  • enable and disable Project Equalization.
  • join a project.

Immuta Fundamentals

Who this path is for

This learning path is for all initial Immuta users. These sessions detail data sharing, creating data sources, governing data, applying policies, collaborating through projects, and connecting analytic tools. This path also introduces all users to the basic features of the Immuta UI.

Learning path context

Balancing privacy and utility of data is one of the many challenges faced by data analysts and compliance professionals. Frequently, privacy restrictions cause friction among various departments when sharing and requesting access to data, which results in bottlenecks and inefficient use of time and resources. In many organizations, it can take months for analysts to receive access to data they request.

Immuta works to reduce this friction and inefficiency by ensuring that privacy is maintained through simple language policy builders that automatically enforce restrictions on data based on user attributes when users request access. Immuta also allows users to collaborate, share, and retrieve data from a single access point, eliminating the need of copying data.

In order to use Immuta effectively, it is essential that all users understand the principles of Immuta and the various features the product has to offer.

Before beginning this path, consider these overarching questions:

How is data shared and accessed in your organization currently? What problems have you encountered in this process?

What you’ll be able to do

After completing this learning path, you’ll be able to

  • navigate and identify different features of the Immuta UI.
  • define essential Immuta terms and concepts.
  • edit your user profile page information.
  • subscribe to a data source.
  • join a project.
  • create SQL credentials to connect to the Query Engine.