Automate your users’ assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you set. Create user access policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation. Previously, Salesforce enabled user access policies, but you can now enable this beta feature on the User Management Settings Setup page. Also since the last release, you can now set more complex user criteria and monitor recent user access changes.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise and Unlimited editions.

How: From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable User Access Policies (Beta). Then, in the Quick Find box, enter User Access Policies, and then select User Access Policies to create or manage your user access policies.

If Salesforce enabled user access policies for you before the Summer ’23 release, you must enable this feature again on the User Management Settings page.

Automate and Migrate User Access with User Access Policies (Beta) (salesforce.com)

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