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Permission Assist documentation

Welcome to the Permission Assist documentation. Permission Assist is an IAM platform with strong IGA capabilities, purpose-built for US financial institutions. It helps banks and credit unions understand, manage, and verify who has access to what across their entire ecosystem of applications.

Choose your guide

  • Getting started


    New to Permission Assist? Start here for an overview of features and concepts.

    Getting started

  • Security Team's guide


    Add applications, manage identities, create reviews, and configure access models.

    Security Team's guide

  • Reviewer's guide


    Learn how to use the Review Items Taskboard to approve or flag items.

    Reviewer's guide

  • Administrator's guide


    Install, configure, and maintain your Permission Assist environment.

    Administrator's guide

  • Provision Team's guide


    Manage access requests and complete the remediation process.

    Provision Team's guide

  • Reports


    Pre-configured reports for reviews, applications, identities, and access models.

    Reports

Version support

Status Description
Current Release Fully supported — includes patches, updates, and technical assistance
One Release Prior Supported for critical issues and limited maintenance
Older Versions No longer supported. Customers are encouraged to upgrade to a supported release

Need help? Reach out using the support portal.