Identity Workspace Settings
    • 05 Jan 2025
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    Identity Workspace Settings

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    Article summary

    The Identity Workspace Settings screen allows you to view and manage many of the elements in the Identity Workspace. When creating multiple Identity Workspaces, the tabs on the Settings screen refer only to the currently displayed Identity Workspace.


    Accessing and Editing Identity Workspace Settings

    To access the Identity Workspace Settings screen:

    • Click the Identity Workspace settings icon:
      Settings Icon

    Identity Workspace Tabs

    The Identity Workspace Settings screen displays the following tabs:

    • Details
    • Identity Attributes
    • Attribute Sources
    • Permissions

    Details

    The Details tab of the Identity Workspace screen displays the following:

    • Name
    • Description (optional)
    • Logo URL
      • The Identity Attribute icon is the same logo defined for the Workspace.
    • Workspace ID (unique value)
    • Environment ID (unique value)

    The Identity Template Settings section includes:

    • Identity Template ID: An Identity Workspace identifier used by the PDP for the access decision calculation. In a Request Flow, it is sent in the entityType property.
    • Identity Template Matcher: A JSON Path to the JWT request claim or Header property used for matching.
    • Match Type: Can be either Exact, Wildcard, or Regex Match.
    • Match Value/Pattern: The value (for Exact Match) or pattern (Wildcards or Regex) validated by the Identity Template Matcher. If matched, this Identity Template will be used for request processing. See the Managing API Mappers article for more information.
    • Identity ID Mapper: A JSON Path to the request JWT claim or Header property from which the Identity ID value is extracted.
    • Toggles for JWT Validation

    Click Edit to modify the Identity Template Settings or Description fields.


    Identity Attributes

    The Identity Attributes screen is divided into two areas:

    1. Attributes List: Displays all currently defined Identity Attributes.
    2. Details Area:Displays details for the selected attribute. This is divided into two sections:
      • General Details: Includes Attribute ID, Display Name, Description, and Source.
      • Attribute Usage Settings:Includes:
        • Whether the attribute is Available for Policies.
        • Whether it Can be used in Access Request.
        • The Name for Request, which defines the name as it appears in a request.
        • The JSON Path.
        • The Type (String or Numeric).

    Attribute Sources

    The Attribute Sources tab allows defining Identity Workspace Attribute Sources:

    • Sources List: Displays all defined sources.
    • General Details: Includes Source Name, Source Type, Source Used As, and Logo URL.
    • Source Details: Varies depending on the Source Type and Source Used By. See Managing Attribute Sources for details.


    Permissions

    The Permissions tab enables you to apply access rights to various levels of the platform. There are two levels of access permissions: 

    • Admin: gives administrative permissions to create, modify, and delete entities within that level.
    • Viewer: gives permission to view only.

    Note that Permissions can only be defined when you are using an external IDP.





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