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How-to guides · Lesson

Create a policy

Quick answer

Step-by-step: create a separation-of-duties policy in SailPoint IdentityIQ and configure violation handling.

Key takeaways

  • Pick the policy type (usually SoD)
  • Define the conflicting sides
  • Choose block, exception, or remediate
  • Activate, scan, and review violations

1. Choose policy type

Create a new policy and pick the type, most commonly separation of duties (SoD) to prevent conflicting access.

2. Define the rule

For SoD, define the two conflicting sides as sets of roles or entitlements that no single identity should hold together.

3. Set violation handling

Decide whether violations block requests (preventive), require exception approval, or are flagged for remediation.

4. Activate and test

Activate the policy and run identity refresh or a policy scan, then review the violations it surfaces to confirm it behaves as intended.

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Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. What defines an SoD policy?

    • A. A single entitlement
    • B. Two conflicting sets that should not be held together
    • C. A connector
    • D. A report
    Show answer

    B. Two conflicting sets that should not be held together

    SoD policies define conflicting sides no single identity should hold together.

Frequently asked questions

What does the term How to Create a Policy in SailPoint refer to in SailPoint?

Create a new policy and pick the type, most commonly separation of duties (SoD) to prevent conflicting access.

What is worth remembering about How to Create a Policy in SailPoint in practice?

For SoD, define the two conflicting sides as sets of roles or entitlements that no single identity should hold together.

What is another point to note about How to Create a Policy in SailPoint?

Decide whether violations block requests (preventive), require exception approval, or are flagged for remediation.
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