The Security & Access Manager Suite

Highlights

• View and mass update security across profiles, permission sets, and fields from one simple matrix—streamline access management across your Salesforce org in a fraction of the time it usually takes.
• Instantly see why users can or cannot access specific records, with detailed breakdowns of roles, sharing rules, permission sets, and field-level access—perfect for audits or troubleshooting access issues.
• Migrate users from profiles to permission sets in just three clicks, reducing technical debt and modernizing your permissions model without the need for complicated custom tools or spreadsheets.
• Get real-time visibility into your org’s permissions health with dashboards that show which permissions are used or unused—quickly identify risks and clean up redundant or excessive access.
• Export detailed security and access reports directly to Excel, complete with formatting for stakeholder sign-off—ideal for compliance teams, auditors, and documentation of every access review.
• Mass identify, archive, delete, or schedule clean-up of outdated reports—helping your org stay below Salesforce limits and removing clutter that slows down navigation and increases confusion.
• Create, manage, and distribute profile and permission set specific data dictionaries with editable field descriptions and help texts to improve end-user understanding and data entry accuracy.
• Automatically score users based on their access risk, highlighting dangerous combinations like “Modify All Data” or “Manage Users” so Admins can quickly take corrective action where needed.
• Automate internal audit workflows by assigning steps to owners, adding deadlines and comments, and sending reminders—ensure nothing slips through the cracks in your compliance reviews.