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PIM Manager docs

1 Why

  • Why PIM Manager

2 Features

  • Features
  • Delegation model
  • Change control
  • Admin accounts
  • Visibility and evidence
  • Integrations
  • Platform and editions

3 How to design

  • How to design
  • Nested groups
  • Role-assignable groups
  • Tiers and levels
  • Naming
  • Migration
  • Workload roles

4 Security design

  • Security design
  • Identities
  • Engine permissions
  • Database
  • Sign-in
  • Approval and audit
  • Support access
  • Updates and license
  • Data
  • Database access (least privilege)

5 Architecture, setup and sizing

  • Architecture
  • Setup
  • Sizing

6 Operate

  • Operate
  • Guards
  • Access reviews
  • PIM Activator
  • Settings

7 Integrate

  • Integrate
  • REST API and ServiceNow
  • MCP server for AI assistants
  • Hybrid Active Directory
  • MSP: managing and managed tenants

8 Knowledge base

  • Knowledge base
  • How to onboard a consultant
  • How to onboard an admin
  • How to delegate a Power BI workspace
  • How to delegate an Azure landing zone or subscription
  • How to delegate Intune roles
  • How to delegate Defender XDR to a helpdesk
  • How to use Discovery and gaps
  • How to handle drift
  • How to undo a commit
  • How to enable access reviews
  • How to approve a held policy change
  • How to add a break-glass account
  • How to install the PIM Activator without Intune
  • How to set up PIM for Active Directory
  • How to read the access map and see who can activate a role
  • How to find the least-privileged role for a task
  • MSP: how to roll a change to one wave
  • How to activate with the PIM Activator
  • How to offboard an admin
  • FAQ
  • Lessons learned

9 Reference

  • Reference
  • Glossary

10 Support

  • Support

On this page

  • The problem a design solves
  • The design in five decisions
  • Principles that hold throughout
  • Where you build it

PIM Manager documentation · Verified against PIM Manager 3.0.23.3 on Nov 3, 2026

How to design

A PIM v2 design decides who gets access, through which groups, to which roles, and how sensitive each piece is. This chapter walks through the decisions in the order you make them.

The problem a design solves

Without a design, privileged access grows one request at a time. Each request is reasonable on its own, but after a year nobody can say why a person holds a role, which roles belong together, or who can reach Tier 0. A design gives every assignment a reason and a place, so access can be added, reviewed and removed as a whole.

The design in five decisions

  1. Shape: nest, do not assign directly. People join role groups; role groups contain permission groups; permission groups hold the roles. See Nested groups.
  2. Role-assignable groups. Decide which groups need the role-assignable flag, because it is set once at creation and a tenant has at most 500. PIM Manager decides it by one rule. See Role-assignable groups.
  3. Tiers, planes and levels. Classify every permission group by tier (T0-T2), plane and level (L0-L9), so the most sensitive access gets the strictest rules. See Tiers and levels.
  4. Naming. Pick a naming convention that carries the classification in the group name. It is yours to define; PIM Manager ships a default. See Naming.
  5. Migration. Bring existing standing and per-person assignments into the model without breaking anyone’s work. See Migration.

Roles inside Microsoft workloads, such as Intune and Defender XDR, follow the same model with their own level rule. See Workload roles.

Principles that hold throughout

  • A group is the only principal. Administrative units and Azure scopes say where a role applies, never who holds it. Delegation is group membership.
  • Eligible by default. People are eligible for their role group and activate it when they need it. Active (standing) access is a deliberate exception with an end date.
  • Break-glass stays outside. One or two emergency accounts hold their roles directly, so they work when PIM does not. PIM Manager does not disable, revoke or offboard an account on its break-glass list.
  • The model is the truth. Everything you design lives in PIM Manager’s database. The engine changes the tenant only where your model defines something.

Where you build it

You build the design in the Manager:

  • Get Started walks you through the naming convention, departments and owners, roles and templates, admin accounts, policies, break-glass accounts and a first run.
  • Access > Create access has guided wizards: create an administrator, build a direct group (a job role, department, organization, project or cross-organization group), or delegate a permission. Each wizard shows the group name, the role-assignable decision and the rows it writes, and stages them in Pending changes.
  • Access > Access map draws the chain from a person to the roles they reach.
  • Pending changes > Check for problems checks the model for mistakes, such as an Active nesting into a role-assignable group, and offers a fix.

Check for problems: the validation result with errors, warnings and infos, filters and the fix-all button, before anything is committed

Nothing reaches your tenant until you commit it under Pending changes.

Verified against PIM Manager 3.0.23.3 on Nov 3, 2026Download PDF

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