Create separation of duties rules

After you create a separation of duties (SOD) rule, the rule affects all scheduled campaigns and new access requests that a user submits. Active campaigns and access requests that were submitted before the creation of the rule was created aren't impacted.

Before you begin

  • Sign in as a super admin or an admin with the following permissions:
    • Manage separation of duties (SOD) risk rules
    • View applications

    See Custom admin roles and Role permissions.

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

Create a rule

  1. In the Admin Console, go to ApplicationsApplications.
  2. Find your app integration that you want to create a separation of duties (SOD) rule for and click it.
  3. Click the Separation of duties tab.
  4. Click Create rule.
  5. Enter a name, description, and an optional note for the rule. The contents of the note appear in SOD reports, which are useful for auditing purposes. For example, a note stating "This rule was created to meet SOX requirements." documents the purpose of the rule.
  6. Each rule consists of two lists, whose default names are List 1 and List 2. Change the name of a list by clicking the pencil icon, updating the name, and then clicking the checkmark.
  7. For both lists, select either Any one of or All of from their respective dropdown menus.
    • Any one of: The user matches the condition for this side of the rule if they have one or more entitlement value pairs from the list.
    • All of: The user matches the condition for this side of the rule if they have all the entitlement value pairs specified in this list.
  8. For both lists, select the entitlements and their corresponding values to include in the list. Click + Add entitlements to add another entitlement to a list. Each list has a maximum of 50 values across all entitlements.
  9. Click Create rule.

Related topics

Get started with separation of duties

Manage separation of duties rules

Understand separation of duties conflicts