Managing user group visibility to options

Event Endpoint Management 11.6.3 icon In Event Endpoint Management 11.6.3 and later, you can manage which options are available to users by assigning specific user groups to selected options. This means that only users in the groups you select can view and subscribe to the options that you have specified.

User group visibility to options requires an external identity provider, such as Keycloak, capable of managing user groups. When Event Endpoint Management connects to your external identity provider, it suggests groups that are already in use, or that you belong to. You can then select one or more of these user groups to add to options.

Important: Not all groups that are defined in the external identity provider are displayed. Only a filtered list based on the user’s membership and option associations.

To manage which user groups can view and subscribe to the option in the catalog after you have published it, you can assign user groups when you create an option, edit an option, or through the User groups page.

The User groups page displays all the options that are visible to user groups. You can use the User groups page to add and edit user groups.

To access the User groups page:

  1. Log in to the Event Endpoint Management UI with your login credentials.
  2. In the navigation pane, click Manage > User groups.

Adding a user group

To add a user group, complete the following steps:

  1. In the Event Endpoint Management navigation pane, click Manage > User groups.

  2. Click Add user group. The Authorize a user group to view options pane is displayed.

    Note: Any user groups that you add manually must exist within the organization provided by your OAuth provider.

  3. Enter a name for the user group that you want to add.
  4. Click Next. The Add options pane is displayed with a list of unpublished options.
  5. Select the options that you want the group to access.
  6. Click Add user group.

The new group is added to the table on the User groups page.

Event Endpoint Management 11.6.4 icon Adding a user group in Event Endpoint Management 11.6.4 and later

If you’re using Event Endpoint Management 11.6.4 and later, complete the following steps to add a user group to view options:

  1. In the navigation pane, click Manage > User groups. The Option viewers tab is displayed.
  2. Click Add user group. The Authorize a user group to view options pane is displayed.

  3. Select a user group from the list displayed. If the group that you want is not displayed, click Enable user group to add a group from your organization.

    Note: Any user groups that you enable must exist within the organization that is provided by your OAuth provider.

  4. Enter a name for the user group that you want to add.
  5. Click Next. The Add options pane is displayed with a list of unpublished, and published and archived options if they have custom visibility.
  6. Select the options that you want the group to view.
  7. Click Save.

The new group is added to the table in the Option viewers tab with all the options that the group can view displayed.

Editing user group visibility to options

To edit the options available to a user group, complete the following steps:

  1. In the Event Endpoint Management navigation pane, click Manage > User groups.
  2. Click the Edit icon edit icon for the group that you want to edit. The Edit user group Details pane is displayed.
  3. In the side bar, click Options.
  4. To add options, click Add options. The Add options pane is displayed with a list of unpublished options.

  5. Select the options that you want, then click Save.

    Tip: Use the filter menu icon to help you find the options that you want quicker.

  6. Click Save.

Event Endpoint Management 11.6.4 icon Editing user group visibility to options in Event Endpoint Management 11.6.4 and later

If you’re using Event Endpoint Management 11.6.4 and later, complete the following steps to edit the options available to a user group:

  1. In the navigation pane, click Manage > User groups. The Option viewers tab is displayed.
  2. Click the Edit icon edit icon for the group that you want to edit. The Edit options pane is displayed.
  3. To add options, click Add options. The Add options pane is displayed with a list of unpublished, and published and archived options if they have custom visibility.
  4. Select the options that you want, then click Save.
  5. Click Save.

Note: The following rules apply when you edit the visibility for published and archived options:

  • You cannot change public options to be custom.
  • You can change custom options to be public.
  • You can add groups to custom options, but you cannot remove existing groups already added to a custom option.

If you need to perform an action that is not permitted (for example, removing groups from a published custom option), complete the following steps:

  1. Remove subscribers.
  2. Unpublish the option.
  3. Update the visibility settings as needed.
  4. Publish the option again.

Removing user group visibility to options

To remove a user group from an option, complete the following steps:

Note: You can only remove user groups from unpublished options.

  1. In the navigation pane, click Manage > Topics.
  2. Click the event source that you want to work with.
  3. In the Topic detail page, click the Options tab.
  4. Click More options icon More options, and select Edit. The Edit option window is displayed.
  5. In the side panel, click Visibility.
  6. In the Visibility pane, click the Delete icon trash icon for the group that you want to remove from the option.
  7. After you make changes, click Save.