- Snapshot user access when a campaign draft is created
- Scope access campaigns intelligently with natural language or a query builder
- Automatically assign reviews for managers, resource owners, approvers, or users themselves (self-review)
- Send custom instructions and bulk reminders all without leaving Opal
- Generate a report to summarize all actions for audit purposes
Requirements
You must have the Opal Auditor or Opal Admin role, or a custom Opal role with the Create permission for Access Reviews, and be on versions1.1196.0 or later to view the new interface. To learn more about the roles in Opal, see our page on role capabilities.
Creating an Access Campaign
Navigate to the Access Campaigns tab and click + Access Campaign in the top right corner.Scoping a Campaign
Define the scope of your campaign by using natural language input or adding a Principal, Asset, and/or Edge filter in the query builder.
To condition principals, add a condition + Condition under From principals where. To condition assets, add a condition under To assets where. To condition on the edges between the principal and asset, add a condition under via access that is.
Examples of queries you can build include:
All users who have Github Repo admin access
All users who have Github Repo admin access
To find all users Principal who have access to Github repositories Asset, you would select “Principal Type is User” and “Asset Item Type is Github Repo”. Then, to narrow it down only to admin access Edge to Github Repositories, add an edge condition “Role Name is Admin”.
If you want to scope it even further down to the specific Github repository, you would instead select Asset is [Github repository name].

All permanent access to a specific Okta app (e.g. Figma)
All permanent access to a specific Okta app (e.g. Figma)
To find all permanent Edge access to a specific Okta app like Figma Asset, you would select “Asset is Figma” under to Assets where, and edge condition “Permanent access only” under via access that is. The reason you would add the condition “Asset is” instead of “App is” is because Figma is not a native app in Opal; rather it is managed by the Okta app integration as can be seen in the dropdown.

All users who have access to resources tagged SOX:Eng
All users who have access to resources tagged SOX:Eng
To find all users Principal access to resources tagged uar:True Asset, you would first select “Principal Type is User” under From Principals where. Then, you would add the asset condition ALL OFF “Asset Type is Resource” and “Asset Tag is SOX:Eng”, with the Tag source being the place you tagged your resources (e.g. Opal, your HRIDP system). Conditioning the Asset with “Asset Type is Resource” ensures that you only scope in user -> resource relationships. If you have groups you’ve tagged that you want to scope in as well, remove the condition “Asset type is Resource” to include ALL asset types.

All groups that have access to either Github Repository A or Repository B
All groups that have access to either Github Repository A or Repository B
To find all groups Principal access to either Github Repository A or B Asset, you would first select “Principal Type is Group” under From Principals where to find all Group access. Then, you would add the asset condition ANY OF “Asset is Github Repository A” or “Asset is Github Repository B”. Switching the entity condition to ANY OF applies an OR condition to the two Entity conditions, allowing you to scope in groups that have access to either one or the other repositories. You may generalize this to specific assets (e.g. specific resources), asset item types (e.g. any Github Repositories OR Gitlab repositories), or apps (e.g. Okta apps).

- All access that users who have access to Github Repo Admin have
Set Reviewer Assignment Policy
Select a reviewer assignment policy from the dropdown. The preview table updates automatically to reflect your selection.
- Entity Admins (round robin): Assigns each item across the admin owners of the asset.
- Entity Admins (all): Assigns each item to all admin owners of the asset.
- User’s Manager: Assigns each item to the principal user’s manager.
- Entity Approvers (round robin): Assigns each item to one user from each of the asset’s configured request approver owners, in round-robin order.
- Entity Approvers (all): Assigns each item to all configured request approvers for the asset.
- Self Review: Assigns each user to review their own access directly.
- Manual: Leaves reviewer assignments blank when creating the draft so you can assign them manually.
Configure your draft
After you click Create, your access campaign enters Draft mode. This allows you to edit reviewer assignments, add general information, and configure specific controls before you launch it to your reviewers.When you click Create, Opal takes a snapshot of the access relationships between principals and assets in your campaign. Any access changes that occur after this point won’t be reflected in the campaign.For example, if Jane’s GitHub role changes from admin to read-only after you click Create, the campaign will still show her original admin role.
Reviewer Assignment
Open the Reviews tab to manually edit reviewer assignments. Use multi-select, grouping, filtering, and sorting to bulk-assign reviews to one or more reviewers.
Settings
Set your deadline
Configure the deadline of your access campaign in the Settings tab. This is required before starting the campaign.General
All notifications are sent through channels set up in Opal’s global configuration. You may configure Slack or email notifications via Configuration > Settings > Notifications. Learn more. Turn on Notify on new review to send reviewers a notification when they have new items to review, and include a custom message to be sent at the start of the campaign. Turn on Show tags to reviewers if you want reviewers to have visibility into user, resource and group tags to make their decisions. Turn on Stop when all items are reviewed to automatically transition the campaign from Ongoing to Stopped as soon as every review item has a decision, and notify Opal Admins, Auditors, and the campaign creator.AI features
Use Generate and show Paladin insights to choose whether Paladin suggests bulk decisions for this campaign, and who sees them: Admins and Reviewers, Admins only, or Off. This section appears only when Access Review Insights is turned on for your organization. Learn more.
Revocation
Choose when you want revocations to propagate to the end system:- When campaign ends: Revocations propagate only when an admin clicks End Campaign.
- On decision: Revocations propagate immediately when a reviewer submits their decision.
- Never: Decisions are recorded for audit reporting only; access is never automatically revoked from the end system.
Reminders
Choose a set schedule to send preset access campaign reminders to all reviewers with incomplete reviews. You may choose to include the reviewer’s manager in these reminders as well.Start your campaign
When you’re ready to start your access campaign, click the Start Campaign button. You can also schedule your access campaign to start at a later date or recur on a schedule from the Scheduled tab:- Use template variables (
{quarter},{month},{year}) in the schedule name to automatically populate each generated campaign’s name. - Toggle Auto start (enabled by default) to control whether campaigns created by the schedule start automatically or remain in Draft status until started manually.
- Click Create campaign on a schedule at any time to immediately create a campaign from that template without waiting for the next scheduled run.
Only Draft campaigns can be deleted. Once a campaign has been started, stopped, or ended, it cannot be deleted so that audit history is preserved.