The Security & Access Manager Suite

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Mass identify, archive, delete, or schedule clean-up of outdated reports—helping your org stay below Salesforce limits and removing clutter that slows down navigation and increases confusion.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.