Who needs access?
Start with the jobs and responsibilities in your product. A named role should describe a repeatable responsibility, not every individual exception.
Authorization design before Okta
Design the access model before your IAM configuration
Permisly is the design layer used before Okta or any IAM system. It does not provision users, do SSO, or replace Okta.
What to define before IAM configuration
What can they reach?
Map the organizations, teams, projects, records, and fields each role needs. Scope is part of the authorization model, not a detail to leave for implementation.
Which actions are allowed?
Separate view, create, edit, approve, and delete decisions. This makes the difference between a useful operational role and a blanket admin grant visible.
Where do relationships matter?
Capture ownership, group membership, tenant, project, approval state, and field-level exceptions before the model becomes a collection of one-off roles.
A design layer for IAM
IAM systems are important for identity, provisioning, authentication, and enforcement. The authorization model still needs a clear design that stakeholders can inspect before those decisions are translated into configuration, application checks, and policy code.
- Model roles, resources, actions, and conditions in one readable access model.
- Review the hierarchy with product, security, and engineering stakeholders.
- Get sign-off on the authorization intent before choosing implementation details.
- Carry the approved model into the IAM and application systems that enforce it.
Keep authorization decisions readable
A visual hierarchy makes inheritance, scope, and field-level exceptions easier to discuss than scattered configuration screens or implementation files. It gives the team a shared reference for review, approval, and future changes.
Use Okta to provision and enforce identity. Use Permisly to design and present the access model first.