Explore Security Identities

The Explore Security Identities panel allows you to review the security identities managed by a security identity provider (see Coveo Cloud V2 Management of Security Identities and Item Permissions). A security provider is required when you create a Secured source (see Available Coveo Cloud V2 Connectors and Adding and Managing Sources). Along with each identity, the panel displays information relevant for troubleshooting purposes (see Managing Security Identities):

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

Access the “Explore Security Identities” Panel

  1. If not already done, log in to the Coveo Cloud platform as a member of a group with the required privileges) to manage security identities in the target Coveo Cloud organization.

  2. In the main menu on the left, under Content, select Security Identities.

  3. On the Security Identities page, click the desired security identity provider, and then in the Action bar, click Explore Identities.

Filter Security Identities by State

  1. Access the “Explore Security Identities” panel.

  2. In the Explore Security Identities panel, in the right section of the Action bar, click the State drop-down menu, and then select a state to display the corresponding security identities (see Identity State). Available options are: All, Up to date, Not updated, Out of date, In error, and Disabled.

Filter Security Identities by Date

The Explore Security Identities panel may show a very large number of security identities. Filtering them by last update date might help you when looking for a specific security identity.

  1. Access the “Explore Security Identities” panel.

  2. In the Explore Security Identities panel, in the right section of the Action bar, click the Select last update date range drop-down.

  3. In the drop-down:

    1. Click a start date and an end date in the calendar.

      OR

      Click Last hour, Today, This week, or Last month to apply the specified time window.

    2. Click Apply to apply your time window choice and close the date picker dialog.

Next to the Select a start date and Select an end date boxes, you may click the Set to now button (Admin-LogBrowserCalendarSetToNow) to apply the current date and time to the corresponding box.

Refresh an Identity

You can manually refresh, i.e., launch an update, for 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 are immediately taken into account in your searchable content, or when you encounter issues with a specific identity (see Security Identity State Reference).

Ensure however that these security identities are also automatically updated following a scheduled update (see Edit Security Identity Provider Refresh Schedules).

  1. Access the “Explore Security Identities” panel.

  2. In the Explore Security Identities panel, in the Action bar, click Refresh Now.

    Security identity refresh progress information appears while the update takes place.

    You can also go to the Activity panel to see the update details (see Review the Activity Regarding Security Identities).

Search as an Identity

You can impersonate an identity and open the Content Browser 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.

  1. Access the “Explore Security Identities” Panel.

  2. In the Explore Security Identities panel, in the Action bar, click Search As.

    You are then redirected to the Content Browser (see Inspect Items With the Content Browser). At the top of the page, a ribbon reads: Searching as [Identity Type] [Identity Name] (see Coveo Cloud V2 Management of Security Identities and Item Permissions). On the right-hand side, click the X to stop searching as the selected identity and display the entire organization content.

    When searching as an identity, the Content Browser parameter View all content is disabled (see Browse All the Content of Your Organization Index). To display the entire organization content, click the X in the Searching as [Identity Type] [Identity Name] ribbon.