Configure an automatic assignment policy for an access package in Azure AD entitlement management (Preview)

You can use rules to determine access package assignment based on user properties in Azure Active Directory (Azure AD), part of Microsoft Entra. In Entitlement Management, an access package can have multiple policies, and each policy establishes how users get an assignment to the access package, and for how long. As an administrator, you can establish a policy for automatic assignments by supplying a membership rule, that Entitlement Management will follow to create and remove assignments automatically. Similar to a dynamic group, when an automatic assignment policy is created, user attributes are evaluated for matches with the policy's membership rule. When an attribute changes for a user, these automatic assignment policy rules in the access packages are processed for membership changes. Assignments to users are then added or removed depending on whether they meet the rule criteria.

During this preview, you can have at most one automatic assignment policy in an access package.

This article describes how to create an access package automatic assignment policy for an existing access package.

Before you begin

You'll need to have attributes populated on the users who will be in scope for being assigned access. The attributes you can use in the rules criteria of an access package assignment policy are those attributes listed in supported properties, along with extension attributes and custom extension properties. These attributes can be brought into Azure AD from Graph, an HR system such as SuccessFactors, Azure AD Connect cloud sync or Azure AD Connect sync.

Create an automatic assignment policy (Preview)

To create a policy for an access package, you need to start from the access package's policy tab. Follow these steps to create a new policy for an access package.

Prerequisite role: Global administrator, Identity Governance administrator, Catalog owner, or Access package manager

  1. In the Azure portal, click Azure Active Directory and then click Identity Governance.

  2. In the left menu, click Access packages and then open the access package.

  3. Click Policies and then Add auto-assignment policy to create a new policy.

  4. In the first tab, you'll specify the rule. Click Edit.

  5. Provide a dynamic membership rule, using the membership rule builder or by clicking Edit on the rule syntax text box.

    Note

    The rule builder might not be able to display some rules constructed in the text box, and validating a rule currently requires the you to be in the Global administrator role. For more information, see rule builder in the Azure portal.

    Screenshot of an access package automatic assignment policy rule configuration.

  6. Click Save to close the dynamic membership rule editor, then click Next to open the Custom Extensions tab.

  7. If you have custom extensions in your catalog you wish to have run when the policy assigns or removes access, you can add them to this policy. Then click next to open the Review tab.

  8. Type a name and a description for the policy.

    Screenshot of an access package automatic assignment policy review tab.

  9. Click Create to save the policy.

    Note

    In this preview, Entitlement management will automatically create a dynamic security group corresponding to each policy, in order to evaluate the users in scope. This group should not be modified except by Entitlement Management itself. This group may also be modified or deleted automatically by Entitlement Management, so don't use this group for other applications or scenarios.

  10. Azure AD will evaluate the users in the organization that are in scope of this rule, and create assignments for those users who don't already have assignments to the access package. It may take several minutes for the evaluation to occur, or for subsequent updates to user's attributes to be reflected in the access package assignments.

Create an automatic assignment policy programmatically (Preview)

You can also create a policy using Microsoft Graph. A user in an appropriate role with an application that has the delegated EntitlementManagement.ReadWrite.All permission, or an application in a catalog role or with the EntitlementManagement.ReadWrite.All permission, can call the create an accessPackageAssignmentPolicy API. In your request payload, include the displayName, description, specificAllowedTargets, automaticRequestSettings and accessPackage properties of the policy.

Next steps