SailPoint Documentation
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SailPoint documentation describes the configuration and setting up of various SailPoint SaaS products for users. In this article, you will learn the components of various SailPoint services such as SailPoint IdentityNow services, SailPoint AI services, and SailPoint cloud governance. This article summarises the documentation of the various services where you can find how identity access control is achieved through various strategies in brief. Let’s read the blog to know better.

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It’s no wonder that documentation is necessary to create an ever-going relationship with customers. It helps to make your products user-friendly and simplifies the onboarding process. The documentation process creates a sound knowledge base of products. Yes, you can meet customers' security and compliance needs with proper documentation. For example, documentation on SailPoint IdentityNow‘s identity governance provides the details of maintaining user access, accessing the required sources, and many more. Similarly, documentation on Cloud Access Management provides the instructions for configuring different cloud service providers.

This article will explain the different SailPoint products, their components, how the documentation is carried out for the components, and the benefits of SailPoint documentation.

Documentation on SailPoint IdentityNow Services

Access Certification:

In this part of SailPoint documentation, you can know the guidelines to start with IdentityNow services. And you can learn how to use campaign filters, how to start a campaign from search, start a manager or source owner campaign, re-assessing certifications, view certification campaign reports, detail different types of reports, and complete the certifications campaign.

SailPoint uses the feature known as a certification campaign to review the user accessing activities in systems and applications. Campaigns help reduce the risk of unauthorised access and satisfy the audit requirements. Here, SailPoint documentation describes how to start a certification campaign in detail.

When you start a certification campaign, source owners review the identities of the sources that they maintain. As a result, they can certify that their identities are accessing the required source. If not, the excess identities will be unauthorised to access the source. You can reassign the reviewing task to another person if the assigned person cannot review and certify. Moreover, certification campaigns can be reviewed using campaign composition reports, campaign exclusion reports, campaign status reports, campaign remediation status reports, and certification sign-off reports.

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Access Requests:

SailPoint documentation describes the benefits of access requests, how to manage requests to access profiles, manage requests for entitlements, manage requests for roles, configure email reminders and notifications, and manage access request segments.

This part of SailPoint documentation helps you to know to configure your access profiles so that users can request to access your profiles. Also, you can learn how to configure an approval process for requesting removing access to profiles. As a request to access a profile is carried out through an approval process, access to a profile should be removed through an approval process.

SailPoint documentation provides the guidelines to configure access requests for entitlements. As far as roles are concerned, SailPoint offers instructions to make a role-based access request to access many sources via a single request. On the other hand, the request for the removal of access to sources for a user can be processed by managers. The access to sources based on their role can be removed directly when the user no longer stays in that role. Besides, SailPoint simplifies access by creating segments where users can access a group of sources based on their roles. The users in a specific segment won't be allowed to access sources of the other segments because they are not required.

Password Management:

In this part of SailPoint documentation, you can find the guidelines to manage passwords, password policies, password sync groups, configure advanced passwords and user authentication for password resets.

SailPoint documentation provides the step-by-step instructions to manage passwords, create policies, etc. SailPoint password management allows simplifying password administration and updates across your IdentityNow sources and applications. In addition to this, you can make strong and consistent passwords using password policies. These policies will include the details of multiple settings such as minimum password length, the inclusion of special characters, patterns to be avoided, and many more.

For example, you can set up a password policy in the SailPoint IdentityNow platform following the instructions given below;


This part of SailPoint documentation, known as user provisioning, helps to configure and secure source access automatically. And it helps to avoid excess access to sources if an employee changes job or leaves the organisation.

This section of the SailPoint documentation deals with configuring user provisioning and source provisioning policies, setting up lifecycle states, working with roles, and configuring attribute synchronisation. In addition to this, this section describes the prerequisites for IdentityNow provisioning, setting up provisioning, and verifying provisioning. Also, you can learn to update a source provisioning policy, including mapping attributes and re-ordering attributes.

The following image will help you know how the provisioning is configured in the SailPoint identityNow platform.

Separation of Duties (SOD):

This part of SailPoint documentation allows you to learn to create separation of policies and general policies and edit and migrate policies. Also, this documentation explains taking action on policies and handling violations in this section.

With the guidance of SailPoint documentation, you can subscribe to the Separation of Duties (SOD) policy to get the reports for the policies you have created regularly. Similarly, preventive SOD helps you prevent violations in the policies before they happen. Besides, SailPoint IdentityNow generates violation reports with the details of SOD business name, SOD description, SOD policy owner display name, SOD policy owner IDN unique ID, and many more.

In order to download a report of violations, SailPoint documentation provides you with the following steps to accomplish the same.

User Help:

This section of SailPoint documentation helps you learn the instructions to request access, manage passwords, review certificates, and complete tasks. Also, it explains to you how to get started, access insights, access monitoring, access modelling, and use the recommendation engine.

SailPoint documentation explains how to access various applications, entitlements, and roles. And it helps to remove access of team members when they shift to another team; therefore, the access to previous profiles and roles can be removed. Furthermore, you can review users' ‘request to access’ and approvals provided based on the criteria. This section instructs users to track their ‘status of request’ through dashboards.

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Documentation on SailPoint AI Services Products

Access Insights:

Generally, SailPoint documents access history, searching identities, comparing access over time, and creating and displaying charts in dashboards.

This section of the SailPoint documentation provides you with the history of access details of individual identities, including 'access changes' details. And you can compare the access details of identities at various times. This facility will help you find the active, inactive, and deleted identities from the list of identities of your organisation for auditing purposes.

In addition to viewing identities’ access changes, you can view the general information about access items and record  ‘access change’ timelines. Also, the specific attributes of the identities, such as name, location, job title, type of employee, etc., can be viewed. What’s more, SailPoint documentation helps you track and visualise data over time with Data Explore, which is SailPoint’s access insights service. The data can be viewed through charts and dashboards. This feature helps to monitor the governance-focused metrics across your organisation. Besides, it generates deep insights and useful information.

Access Modeling:

SailPoint documents the role insights, entitlement additions, discovering common accesses and documenting potential roles. This part of SailPoint documentation deals with role insights and role discovery. You can increase the accuracy and efficiency of your organisation using this feature of the SailPoint platform effectively. And you can learn how to explore role insights and execute entitlement additions in this section.

This section of SailPoint documentation provides the options to access specific sources by all employees in common, ensuring faster and more efficient onboarding. SailPoint’s access modelling service tracks users’ activity patterns and creates potential roles. Hence, you can understand how to customise and explore new roles, refine entitlements for a potential role, export and use potential role data, create new roles from potential roles, and understand role granularity through this SailPoint documentation section.

Recommendation Engine:

SailPoint documentation describes how to empower users with access request recommendations and recommendations for access decisions. It includes Cloud Access Management, SaaS Management, and Access Risk Management.

This section of SailPoint’s documentation explains how users can make informed decisions regarding access requests. The recommendation engine supports users and certifiers with relevant data of recommendations, which would help them to make approvals for a user for requests. The access request recommendations are generated based on peer group analysis, dense clustering, recommendation threshold calculation, and configurable access request recommendation attributes.

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Documentation on SailPoint Cloud Governance Products

Cloud Access Management:

This section of SailPoint documentation describes how to configure cloud services, configure identity providers, access cloud access management portal; work with sources, networks, discovered objects, and monitor cloud service and activity.

SailPoint documentation explains configuring your cloud services to allow SaillPoint to access the information that needs to be managed. Also, it describes how you can manage the cloud services such as Amazon Web Services (AWS), Azure AD, and Google Cloud Platform.

SaaS Management:

SailPoint documentation explains how to integrate SaaS apps, invite and manage users, manage integrations, view reports, create custom fields, and create alert notifications.

This documentation describes instructions to invite a new dashboard user and update a dashboard user in detail. Therefore, dashboard users can view data, add integrations, and perform other actions based on their roles. The SailPoint documentation helps users enable SAML (Security Assertion Mark-up Language) based SSO (Single Sign-On).

In this section, you can learn adding SaaS management with Azure SSO, Google SSO, Okta SSO, and OneLogin. And users can understand integrating SaaS applications with accounting systems such as NetSuite, Oracle, Payment Upload, QuickBooks, Sage Intacct, Workday financials, Xero and various communication systems.

Access Risk Management:

SailPoint documentation describes how to integrate ERP systems; and manage users, rulebooks, access reviews, emergency access, and view activity history. You can learn how to automate monitoring and addressing risks in the access system so that you can reduce potential violations and fraud incidents in your cloud sources. This section lets users learn to integrate with SAP and success factors and configure SSO.

This section of SailPoint documentation describes how to view rulebooks, understand rulebook logic, export rulebooks, edit rulebooks, import rulebooks, and download rulebook changelogs. Moreover, users can understand how to create emergency access profiles, configure emergency access admin notifications, request emergency access, approve emergency access requests, and review emergency access requests.

You can learn how to schedule a Whatif analysis and review Whatif analysis in SailPoint documentation. Above all, users can view the history of activities, dashboard, online reports, and excel reports in SailPoint access risk management.

Benefits of SailPoint Documentation

We can list the benefits of SailPoint documentation as follows:

  • Gaining good customer service
  • Understand the features of SailPoint easily
  • Reducing customer inquiries and support


SailPoint Documentation provides the how-to-use documents and the risks associated, and it helps you walk through the instructions to use the application effectively. You will understand how to configure SailPoint IdentityNow products, AI services, and cloud governance very profoundly. On top of all, this documentation simplifies the onboarding, training, and applying the features of SailPoint applications in an easy and faster way. Hence, it will improve the productivity and efficiency of your business by saving valuable time for your employees.

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