---
schema_version: "1"
id: b0787500e6e026404b1501d71eac6e473fa4aa5dfa9c8bc56cd8a7fb4dadeb0f
title: Set Up Policy Management for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_setup_policy_mgmt.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_mgmt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c949f1cc010ffdd806ad8f726b695fb11ca27699c32e180bf16fc127dfd602e2
description: Enable Policy Management to manage the policy lifecycle from drafting to publication. Quickly configure core features, including AI-assisted authoring and automated lifecycle governance.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Set Up Policy Management for IT Compliance

Enable Policy Management to manage the policy lifecycle from drafting to publication. Quickly configure core features, including AI-assisted authoring and automated lifecycle governance.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d9471e74">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9471e74 ">To enable Policy Management features </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9471e74 ">
              <p>View Setup</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9471e74 ">To assign required permission sets to users</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9471e74 ">Assign Permission Sets</td>

          </tr>
        </tbody>
      </table>

1. From the gear icon, select **Salesforce Go**, and then search for **Accelerate Trust with Unified Risk and Compliance** on the **Feature** page.
2. Find and select **Policy Management**.
3. Turn on Policy Management.
4. To make sure authorized users can create, edit, and manage policies, click **Manage** next to Manage User Access to assign the Compliance Admin permission set.
5. In the Unlock Advanced Functionality section, optionally enable features to enhance governance and visibility.
    1. To see a graphical map of how policies relate to other compliance objects, such as regulations or risks, [set up Actionable Relationship Center (ARC) graphs](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_custom_arc_graph.htm&type=5&language=en_US).
    2. To enforce a standardized compliance lifecycle for a policy, such as status changes from Draft to Active, and ensure all required data is captured, turn on record status changes and validation requirements.
        
        See [Transition Criteria for Compliance Policy Record Status](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_policy_version_transition.htm&type=5&language=en_US) to learn more about the scenarios and rules governing the status transition of Compliance Policy Version and Compliance Policy Clause Version records.
    3. To enable generative AI assistance for drafting policy clauses from regulations, enable **Author Policies with AI**.
        
        Author Policies with AI requires the AI IT Compliance add-on.