Policies Page

Click Setup > Policies to open the Policies page. This page lists any existing policies that are have been defined in your system, and includes a New Policy button for creating new policies. Options on this page to Filter by Policy Name and perform an Advanced Search help you quickly find existing policies.

  • To edit a policy, click the policy to open it.

  • To delete a policy, right-click on the policy and choose delete.

  • To create a new policy, click New Policy and choose a policy type. See Types of Policies for more information.

The Policies page shows this information for all your existing policies.

Column Name

Description

Name

The name of the policy.

Type

The type of policy.
SOD – separation of duties policies ensure that identities are not assigned conflicting roles.
Entitlement SOD – separation of duties policies ensure that identities are not assigned conflicting entitlements.
EffectiveEntitlementSOD – ensure that identities are not assigned conflicting entitlements indirectly, through other objects.
Activity – ensure that users are not accessing sensitive application if they should not or when they should not.
Account – ensure that an identity does not have multiple accounts on an application.
Risk – ensure that users are not exceeding the maximum risk threshold set for your enterprise.
Advanced – custom policies created using match lists, filters, scripts, rules, or populations.

Description

A brief description of the policy as entered when it was defined.

State

Select the state (Active or Inactive), indicating whether the policy should be evaluated or not during policy checks.

Active – the policy is currently being used.
Inactive – the policy is not being used.