---
sourceDocument: Brazil Build or modify applications
sourceDocumentLink: https://www.servicenow.com/docs/r/application-development

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Build or modify applications

ft:clusterId :

    - cadev

bundleId :

    - cadev

workflow :

    - Development, Data, and Analytics


---

# Create a desktop action policy

# Create a desktop action policy {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Desktop action policies control which users are subject to resource access rules. Configure a policy to define the user criteria and link the rules that govern automated resource access.

## Before you begin

This task must be performed in the ServiceNow instance.

Role required: sn_aia.admin

## About this task

The Desktop action policy form includes the following fields and the Resource Access Rules related list.

## Procedure

1. Navigate to AllAI Desktop ActionsDesktop Action Policies.
2. Select New.
3. On the Desktop action policy form, fill in the fields.  
   {#create-da-policy__table_wfy_wzv_hkc__entry__2}

   | Field | Description |
   |-|-|
   | Policy name | A descriptive name for the policy. Use concise, role-specific or function-specific names so administrators can identify the policy's purpose. Example: Finance Team Policy, IT Operations Policy, Sales Read-Only |
   | Active | Option to enforce the policy. Only active policies are applied to the users. Deactivated policies are stored but not enforced. Note: You must add at least one resource access rule to the policy before activating it. To use an existing rule: Save your policy first, then navigate to the Resource Access Rule record and link this policy from its Policies related list. This saves you from recreating the same rule. Once linked, return to the policy and activate it. |
   | User criteria | Defines users who are subject to this policy. Supports Users, Groups, Roles, Departments, Locations, Companies, and Match All. When left blank, no restriction is applied. Example: "members of Finance group" or "users assigned to Accounting role" or "users in Marketing department" |
   | Description | Description of the policy explaining the policy's purpose, affected resources, and rationale. Example: "Restricts automated access to payroll, HR records, and financial reports for non-Finance users. Finance team members can manually access these resources when needed." |
   [ ]

   {#create-da-policy__table_wfy_wzv_hkc}
4. From the form header, select Save.
5. Add rules to the policy.  
   You can either create rules for this policy or link existing rules. Rules can be linked to multiple policies, so you can reuse rules across different policies.
   * From the Resource Access Rules related list, select New to create a resource access rule. For more information, see [Create a desktop action access rule](https://www.servicenow.com/docs/HIOtlDp5b70W11Gnr~MKXw "Configure rules to enforce security boundaries for AI agents in your organization. Resource access rules define which files, folders, websites, and applications AI Desktop Actions can access.").
   * To link an existing resource access rule, navigate to the Resource Access Rule record. On the Policy related list, select Edit to add the policies to link to this rule. For more information, see [the step for linking policy](https://www.servicenow.com/docs/HIOtlDp5b70W11Gnr~MKXw#create-da-access-rule__step-link-policy).
   {#create-da-policy__choices_gl1_kbw_hkc}
6. On the Desktop action policy form, select Active.
7. Select Submit.

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