The Security & Access Manager Suite

Compare and Update Permissions Compare and bulk-update object permissions and Field-Level Security across Profiles and Permission Sets. Record changes, compare earlier settings and roll back supported object-access updates.

Explain Access and Identify Risk Investigate why users can or cannot access specific records and compare two users side by side. Trace object and System Permission sources, identify high-risk users and address excessive access.

Build Custom Reports and Audit Evidence Build custom Intel reports on users, permissions and sharing. Export object, field, tab and System Permission matrices, plus evidence showing who has privileged access.

Maintain and Share Documentation Find missing descriptions and maintain documentation for fields, objects, Profiles, Permission Sets and Permission Set Groups. Classify fields and share read-only, permission-aware data dictionaries.

Document Your Salesforce Access Model Use 40 pre-built Intel reports covering users, roles, Profiles, Permission Sets, Permission Set Groups, Public Groups, sharing settings, Org-Wide Defaults and more. Export results to Excel.

Clone, Migrate and Consolidate Access Migrate Profiles to Permission Sets, clone users or copy access to existing users, consolidate compatible Permission Sets and manage licence assignments. Reduce manual access administration.

Make Access Reviews Repeatable Create audit plans with owners, review dates and reminders. Monitor unused Profiles, Permission Sets, Roles and Public Groups, review privileged access and track documentation gaps.

Find Underused Fields Before Cleanup Measure field population, compare usage by Record Type and review Keep, Review or Remove recommendations. Check layouts, security exposure and dependencies before making changes.

Clean Up Salesforce Reports at Scale Identify stale reports, review activity, Report Types and dashboard dependencies, and move, archive or delete reports in bulk. Schedule recurring cleanup and report distribution.