RBAC Troubleshooting

Overview

A starting point for diagnosing issues when agent editors cannot see certain settings or tabs, or when RBAC policies do not appear to be working as expected.


Common Issue: Missing Tabs for Agent Editors

Symptom: A user with editor access cannot see certain tabs (e.g., Data Sets).

Steps to Diagnose

  1. Go to the agent's Access tab.
  2. Verify the user has the Editor role assigned.
  3. If tabs are missing despite editor access:
    • Create a test user.
    • Add the test user to the same Access tab with the same role.
    • Check which settings are visible to the test user.
    • Compare with what the original user sees.

Verifying Policy Assignments

Check Roles and Policies

  1. Go to Tenant Settings β†’ Management β†’ Roles.
    • Note: agent editor roles assigned via the Access tab won't appear here β€” they exist only on the agent's Access tab.
  2. Go to the Policies tab.
  3. Look for the policy associated with the user.

Verify the Resource Mapping

  1. Open the browser Network tab (Developer Tools).
  2. Refresh the page.
  3. Search for the check endpoint.
  4. The first result shows the tenant information.
  5. The second result shows which agent the policy resource number maps to.
  6. Confirm the agent number in the policy matches the correct agent.

Checking User and Group Membership

  1. In the Policies tab, click on the relevant policy.
  2. Check the Users section to confirm the user is listed.
  3. Check the Groups tab to see if the user belongs to a group assigned to the policy.
  4. Verify group membership by expanding the group to see all members.

Verifying Platform and Agent Resources

  • The platform number can be found by looking at default policies in the Policies tab.
  • The agent number can be verified via the Network tab's check endpoint.
  • Ensure both the platform and agent resource numbers in the policy match the intended targets.

Key Takeaways

  • Access tab roles (editor) are separate from Management tab roles β€” check both locations
  • Use the Network tab to verify which agent a policy resource number maps to
  • Always verify user membership in the policy's Users or Groups sections
  • If the setup looks correct but issues persist, escalate for deeper investigation

Copyright Β© ibl.ai | support@iblai.zendesk.com