Preview policy

Previewing a policy allows you to check the entitlements that the policy will assign to users before actually applying the policy. You can also preview draft policies.

Before you begin

  • Sign in as a super admin, an app admin, or an admin with the following permissions:

    • Manage applications

    • Edit application's user assignments

    • Edit groups' application assignments or Edit users' application assignments

  • Ensure that you're assigned to the Okta Entitlement Management application.

  • Ensure that you have created one or more policy rules for the application.

Start this task

  1. In the Admin Console, go to ApplicationsApplications.
  2. Search for and select the app instance that contains the policy.
  3. Go to the Governance tab.
  4. Go to the Policy tab.

  5. Click Preview policy. If you already have an active policy, click Edit policy or Continue editing policy and then click Preview draft instead.

    Clicking Edit policy creates a copy of the active policy in Draft mode.

  6. Select either All users assigned to the policy or Single user assigned to the application. If you select Single user assigned to the application, enter a user's name.

  7. Click Preview.

You receive an email with a CSV file that lists users and the entitlements that the policy will assign to them after it's activated.

Next step

Apply a policy