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[DOCS#EV-6436]: Document the RBAC management UI for Calico Enterprise - #3035

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@dimitri-nicolo dimitri-nicolo commented Sep 21, 2026 •

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Product Version(s): Calico Enterprise 3.24 (next) only.

Issue: EV-6436 — epic EV-6431 / PMREQ-824

Link to docs preview:

(Use the calico-docs-preview-next preview — the tigera preview builds released versions only, so it redirects away from next.)

SME review:

  • An SME has approved this change.

DOCS review:

  • A member of the docs team has approved this change.

Additional information:

One new page, Grant access with custom roles and IdP groups, under Operations > Calico Enterprise Manager UI, plus its sidebar entry and cross-links from Configure user roles and permissions and Configure an external identity provider.

  • calico-enterprise/operations/cnx/manage-roles.mdx (new)
  • sidebars-calico-enterprise.js
  • calico-enterprise/operations/cnx/roles-and-permissions.mdx (one link)
  • calico-enterprise/operations/cnx/configure-identity-provider.mdx (two links)

The page covers turning role management on and off, connecting an LDAP directory so roles can bind to its groups, creating and scoping a role, seeing who has access, and copying roles to another cluster. It is written around the console. kubectl appears only where the console has no equivalent: turning the feature off, creating the directory secret, and applying an export.

Each statement was checked against master: ui-apis, rbacsync in kube-controllers, the operator, and the console in ui-modules. These are the parts SMEs may want to look at most closely:

  • The Authentication settings a directory role depends on: spec.ldap.groupSearch, a nameAttribute that matches the directory secret's, and no groupsPrefix.
  • What happens to existing roles when role management is turned off.
  • Which export directions work, and the four values to change when copying a managed cluster's roles to another managed cluster.
  • What some permissions include, which lists access that a permission's name does not suggest.

Merge checklist:

  • Deploy preview inspected wherever changes were made
  • Build completed successfully
  • Test have passed

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@dimitri-nicolo
dimitri-nicolo force-pushed the dimitri-EV-6436 branch 14 times, most recently from 8cd84c1 to e366482 Compare September 22, 2026 22:06
Add "Manage roles in the web console" under Operations > Calico Enterprise
Manager UI, covering what the feature needs to be usable: turning it on,
creating and scoping a role, granting it to a subject, binding it to an
identity provider group, reviewing who holds what, and exporting roles to
another cluster.

Scoped to Calico Enterprise 3.24 (next) only, plus its sidebar entry and a
cross-link from "Configure user roles and permissions".

Behaviour the page is deliberate about, since each is easy to get wrong:

- Role names take any non-empty string up to 253 characters, matching
  ValidateIdentity. Spaces, '@' and non-ASCII are all valid and necessary, since
  the name has to equal the group claim the IdP sends.
- Turning the feature off uses get | jq | kubectl replace, because
  tigera-network-admin holds get and update on rbac-ui-config, not patch.
- Subjects added by hand go on the ClusterRoleBindings. Those are what
  FindExistingMemberSubjects reads back, so a subject added only to a namespaced
  RoleBinding is dropped the next time the role is edited in the console.
- IdP group binding is LDAP-only and single-homed on the management cluster:
  the manager's egress opens 389/636 only when Authentication.spec.ldap is set
  and scopes the destination to spec.ldap.host, and the /team/idp-groups routes
  always target the management cluster. The directory-sync secret is a second
  secret, distinct from tigera-ldap-credentials.
- Export carries bindings, not the ClusterRoles they reference, so the target
  cluster needs role management on and the same tiers and namespaces.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@dimitri-nicolo
dimitri-nicolo marked this pull request as ready for review September 22, 2026 22:34
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dimitri-nicolo requested a review from a team as a code owner September 22, 2026 22:34
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@Dean-Coakley @ctauchen could I please get a review?

The console has no form for the LDAP directory connection in this release,
so the section now leads with creating tigera-idp-ldap-config and explains
the URL and host requirement after the example. Drop the note about the bind
password not being shown again, which only applied to the API, and the
remark that the console cannot turn role management off.
Copilot AI balanced review requested due to automatic review settings October 2, 2026 21:27

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Copilot review overview

🟡 Changes recommended

The audit command omits namespace RoleBindings, and credential examples expose secrets through command arguments.

Review effort: Balanced
Findings: 1 Medium severity · 2 Low severity

Open (3)
What changed in this PR

Documents Calico Enterprise’s new UI-based RBAC role management workflow.

Changes:

  • Adds guidance for managing custom roles and IdP groups.
  • Adds sidebar navigation and a cross-link from existing RBAC documentation.
  • Covers multi-cluster role export and access auditing.
File Description
sidebars-calico-enterprise.js Adds the new page to navigation.
calico-enterprise/​operations/​cnx/​roles-and-permissions.mdx Links to the new workflow.
calico-enterprise/​operations/​cnx/​manage-roles.mdx Adds the role-management guide.

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Comment thread calico-enterprise/operations/cnx/manage-roles.mdx Outdated
Comment on lines +81 to +85
kubectl create secret generic tigera-idp-ldap-config -n calico-system \
--from-literal=url=ldaps://ad.example.com:636 \
--from-literal=bindDN='cn=admin,dc=example,dc=com' \
--from-literal=bindPassword='<password>' \
--from-literal=baseDN='ou=groups,dc=example,dc=com'
Comment thread calico-enterprise/operations/cnx/manage-roles.mdx Outdated
Replace the curl to /ui-apis/team/export?target= with the edits it makes:
in the bindings labeled rbac.tigera.io/managed-cluster, the source cluster's
name appears in the label, the annotation, the end of metadata.name and the
end of roleRef.name. Changing those four values to the target cluster gives
the same file the API would return. Every other binding in the export does
not name a cluster and applies unchanged.
Copilot AI balanced review requested due to automatic review settings October 2, 2026 21:41

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Copilot review overview

🔵 Needs a closer look

The LDAP setup command risks exposing the directory bind password through shell history and process arguments.

Review effort: Balanced
Findings: 1 Medium severity · 1 Low severity

Open (2)
Resolved since last review (1)

Fixes found by checking each statement against ui-apis, rbacsync, the
operator and ui-modules:

- Tier has no default; all tiers has to be chosen.
- The permission is Modify Alerts and Security Events Settings, and its
  notes show in the expanded role, not in the picker. View also reads the
  security events.
- Not every permission comes as View and Modify; list the one-variant ones.
- A managed cluster's roles also need role management on the management
  cluster.
- Turning role management off freezes roles: all tiers stops following new
  tiers and directory removals stop revoking.
- Exports copy between standalone and management clusters, or between
  managed clusters. A missing tier is rejected for tigera-network-admin.
- Drop the audit command, which missed RoleBindings and listed hidden
  bindings.
- Name the Authentication settings an IdP role depends on: groupSearch, a
  matching nameAttribute, and no groupsPrefix. Manual role names must match
  the token's group, prefix included.
- Renaming a manual role changes only its display name.
- Directory removals revoke roles, and tigera-network-admin cannot change the
  directory secret after creating it.
- Create the directory secret from a manifest, keeping the password off the
  command line.
- Drop the minimum version line.

Link the page from the identity provider page.
Copilot AI balanced review requested due to automatic review settings October 2, 2026 22:14

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Copilot review overview

🔵 Needs a closer look

The LDAP setup instructions do not provide a valid secret location for supported standalone deployments.

Review effort: Balanced
Findings: 1 Low severity

Open (1)
Resolved since last review (1)
Previously missed (1)

In code that hasn't changed since last review

Low severity Support standalone clusters without requiring a management cluster

calico-enterprise/​operations/​cnx/​manage-roles.mdx:83

This setup assumes that every deployment has a management cluster, but the page explicitly supports standalone clusters later (line 152). A standalone user therefore has no valid location for the directory secret. Distinguish standalone from multi-cluster deployments here and in the secret instruction.

The directory sync runs in calico-kube-controllers, not the web console, so
say "Calico Enterprise can connect only to that host". An in-cluster
directory is reachable only when Authentication.spec.ldap.host names it as
<service>.<namespace>.svc, so say that too.
Copilot AI balanced review requested due to automatic review settings October 3, 2026 00:05

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Copilot review overview

🔵 Needs a closer look

The detailed RBAC and multi-cluster behavior still requires the pending SME review.

Review effort: Balanced
Findings: 1 Low severity

Open (1)

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