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Manage Users and Data Access
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            User Access Policies

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            User Access Policies

            With user access policies, you define aggregated access for your users in a single operation. Automate your users’ assignments to permission set licenses, permission sets, permission set groups, package licenses, queues, and public groups. You can create policies that grant or remove access whenever users are created or updated, or in a one-time manual migration.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise and Unlimited editions

            Watch how you can create user access policies to manage your users’ access to data.

            Managing your users’ access can be a difficult task because there are so many features that you can assign. You can streamline and simplify your user management by creating user access policies. There’s no need to separately assign your users licenses, permission sets, public groups, and other features. Instead, you can assign (or remove) features all at once.

            Diagram of user access policies

            Manual User Access Policies

            By default, a user access policy is a one-time process to grant or revoke bulk access for designated users. Use this option to run a single update on a group of selected users. For large groups of users, you can run the user access policy as an asynchronous process.

            For example, you're migrating permissions for a group of users from a profile to permission sets and permission set groups. Create filters to identify the users assigned to the profile. Then create actions in the user access policy to add access to the appropriate permission sets and permission set groups.

            Active User Access Policies

            Use an active user access policy to automatically grant or revoke user access. An active user access policy automatically runs off a triggered event, such as a created or updated user record. If users meet the criteria for multiple active policies, the policy with the lowest Order value is applied.

            For example, you want to automate the assignment of multiple access mechanisms for Sales Reps in your org. You create a user access policy and set the trigger type to “Create and Update” so that it targets both new users and existing users whose role has changed. You create a filter to identify users who have the Sales Rep role. Then you create actions to grant these users the permission set licenses, permission sets, and permission set groups that they require to do their everyday tasks.

            On the detail page for each user access policy, you can see recent user access changes applied by the policy.

             
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