Manage security identities

To view a list of all security identities managed by a provider, on the Security Identities (platform-ca | platform-eu | platform-au) page, select the desired security identity provider, and then click Browse identities in the Action bar. See Browse security identities for details on this list.

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

You can manually refresh a specific security identity, or refresh all security identities at once.

Ensure however that the desired security identity is also automatically updated following a manual update. See Configure security identity refresh schedules for more information.

On the Security Identities (platform-ca | platform-eu | platform-au) page, click the security identity provider for which you want to view the associated sources, and then click More > View additional statistics in the Action bar.

In the panel that appears, on the left side, you can review statistics regarding the identities associated to this provider. See Security identity state reference for details. On the right, you can review the name, ID, and type of the sources using this security identity provider.

On the Security Identities (platform-ca | platform-eu | platform-au) page, click to view security identity cache statistics.

In the Global stats: security identity cache panel, on the left side, you can review: the total number of security identity Providers and security Identities in this organization.

On the right, under Number of Identities by State, you can review how many identities are in each state. See Security identity state reference for more information.

As part of your duties, you may need to review activities related to security identities for investigation or troubleshooting purposes. To do so, in the upper-right corner of the Security Identities (platform-ca | platform-eu | platform-au) page, click .

See Review resource activity for details on activities and alternative ways to access this information.

Should you need more information about an ongoing or completed security provider update operation, you can download logs of the desired activity. Log files provide a detailed account of the update process, including any warning or error that hinders part or all the update operation.

Information in update logs is nonsensitive.

See Ways to review activity for alternative ways to access this information.

Depending on the success of their update, security identities are flagged with one of the following states: Not updated, In error, Out of date, Disabled, and Up to date.

For additional information on an identity that isn’t up to date, go to the Item Properties panel, in the Permissions and Permission details tabs. See Review item properties for more information.

You can inspect and edit all security identity provider parameters from the JSON configuration, typically following instructions from the Coveo Support team.

A security identity provider is a resource you can associate with a project. Resources associated with a project can require confirmation when you modify them. These confirmation prompts help prevent accidental changes that could affect a Coveo implementation.

The following table indicates the privileges required to view or edit elements of the Security Identities (platform-ca | platform-eu | platform-au) page and associated panels. See Manage privileges and Privilege reference for details.