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Assign Access to the Security Health Review Tool

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Assign Access to the Security Health Review Tool

Control who can view and manage Security Health Review reports and findings using two dedicated system permissions: View Health Assessments and Manage Health Assessments.

Available in: Lightning Experience in Enterprise and Unlimited editions
User Permissions Needed
To configure permissions: System Administrator profile

Access to Security Health Review is limited to Signature Success customers.

Security Health Review uses two system permissions:

Permission What it allows
View Health Assessments View reports, generate reports, download PDF and CSV, track remediation status, view findings and compliant controls, use the Health Assessments Agent.
Manage Health Assessments Everything in View Health Assessments, plus: disposition findings, reclassify dispositions, remove dispositions.
Note
Note

The Manage Health Assessments permission includes all capabilities of View Health Assessments. You don't need to assign both permissions to the same user.

Default Access

Users whose profile includes the Customize Application or Modify All Data permission have access to Security Health Review by default, with no additional configuration required. The System Administrator profile includes both of these permissions by default.

All other users must be explicitly granted access using the View Health Assessments or Manage Health Assessments permission via a permission set or profile edit.

Grant View Access

To give a user read-only access to Security Health Review:

  1. In Setup, enter Permission Sets in the Quick Find box and click Permission Sets.
  2. Click New to create a permission set, or open an existing one.
  3. Click System Permissions.
  4. Click Edit and turn on View Health Assessments.
  5. Click Save.
  6. Click Manage Assignments > Add Assignments, select the users to assign, and click Assign.

Grant View Access Using a Profile

Alternatively, you can turn on View Health Assessments directly on a custom profile.

Note
Note

Editing permissions on standard profiles isn't recommended. Use permission sets to follow the principle of least privilege.

  1. In Setup, enter Profiles in the Quick Find box and click Profiles.
  2. Click the profile name.
  3. Go to System Permissions and click Edit.
  4. Turn on View Health Assessments and click Save.

Grant Manage Access

To give a user the ability to disposition findings and manage dispositions:

  1. In Setup, enter Permission Sets in the Quick Find box and click Permission Sets.
  2. Click New to create a permission set, or open an existing one.
  3. Click System Permissions.
  4. Click Edit and turn on Manage Health Assessments.
  5. Click Save.
  6. Click Manage Assignments > Add Assignments, select the users to assign, and click Assign.
 
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