Browse Security Identities

The Browse Security Identities subpage lets you review the security identities managed by a security identity provider. For details on how Coveo leverages the security data in sources that index the repository access permissions, see Coveo Management of Security Identities and Item Permissions.

Along with each identity, the subpage displays information relevant for troubleshooting purposes: its type, current state, as well as the date and result of its last update.

Note

After you delete users or groups from a security provider, these identities still appear on the Browse Security Identities subpage. Their displayed state is then Disabled (see Identity State).

Alternatively, when encountering access issues with a specific item or user, you can go to the Content Browser (platform-eu | platform-au) to inspect the security identities at play.

Access the "Browse Security Identities" Subpage

On the Security Identities (platform-eu | platform-au) page, click the desired security identity provider, and then click Explore Identities in the Action bar.

Browse the Relationships of an Identity

security identity relationships are crucial when evaluating effective permissions, as they allow the index to resolve granted identities, groups, virtual groups, and individual user entities. When troubleshooting permission issues with an identity, it may be useful to review its parent and child relationships.

To browse the relationships of an identity, on the Browse Security Identities subpage, select the desired identity, and then, in the Action bar, click Browse relationships. On the identity’s subpage, the Direct parents, All parents, Direct children, and All children tabs display its relationships. The "Direct" tabs show the immediate parents and children of the selected identity, while the "All" tabs show all parents and children of the selected identity, direct and indirect.

For details on child/parent relationships between identities, see Child/Parent Relationship.

Refresh an Identity

You can manually refresh (i.e., update) a specific security identity.

This is useful when you know important security identity changes were made in a system and want to ensure that they’re now taken into account in your searchable content, or when you encounter issues with a specific identity (see Security Identity State Reference).

Ensure however that the desired security identity is also automatically updated following a scheduled update (see Edit Security Identity Provider Refresh Schedules).

To refresh an identity, on the Browse Security Identities subpage, select the desired identity, and then, in the Action bar, click Refresh now.

The Activity panel showcases details regarding the update process.

Search as an Identity

You can impersonate an identity and open the Content Browser (platform-eu | platform-au) to view the content this identity is allowed to see (see Inspect Items With the Content Browser). This is especially useful when troubleshooting permission issues.

To search as an identity, on the Browse Security Identities subpage, select the desired identity, and then, in the Action bar, click Search as.

You’re then redirected to the Content Browser. At the top of the page, a ribbon reads: Searching as [Identity Type] [Identity Name]. On the right side, click X to stop searching as the selected identity and display the entire organization content.