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DOCS-1790 - Update Access Keys and Account Preferences docs - #6982

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DOCS-1790-update-access-keys-account-prefs
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DOCS-1790 - Update Access Keys and Account Preferences docs#6982
kimsauce wants to merge 6 commits into
mainfrom
DOCS-1790-update-access-keys-account-prefs

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@kimsauce kimsauce commented Aug 3, 2026

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Purpose of this pull request

Both docs were out of date against the current UI.

docs/manage/security/access-keys.md:

  • Explicitly states that the org-wide Access Keys tab (Administration > Account Security Settings > Access Keys) is visible only to Administrators (or users with the Manage Access Keys role capability). Previously only implied.

docs/get-started/account-settings-preferences.md:

  • Fixes the Navigation section, which had the default/preference relationship backwards — "Open all navigation menu items in new browser tabs by default" is unchecked by default, meaning links currently open in the same tab, not a new one.
  • Adds the missing Enable ingestion throttling notifications checkbox under Alerts (also admin-only, cross-linked to organization-usage-limits.md).
  • Fixes a label mismatch: "Enable autocomplete" → "Show search autocomplete suggestions while typing," matching current UI.
  • Moves Web Session Timeout under General Settings to match how the actual Preferences page groups it.
  • Adds a new Personal Authorized Apps section — covering the list view and the Scopes/Revoke detail pane — previously undocumented anywhere except a passing mention in oauth.md. Flagged two spots with TODO comments where new screenshots are needed.
  • Reframes the intro/"Accessing" section to cover all three tabs under the user menu (Preferences, Personal Access Keys, Personal Authorized Apps) instead of just Preferences, and renames that section's anchor accordingly — updated the two other docs in the repo that linked to the old anchor.

Select the type of change

  • Minor Changes - Typos, formatting, slight revisions
  • Update Content - Revisions, updating sections
  • New Content - New features, sections, pages, tutorials
  • Site and Tools - .clabot, version updates, maintenance, dependencies, new packages for the site (Docusaurus, Gatsby, React, etc.)

Ticket (if applicable)

https://sumologic.atlassian.net/browse/DOCS-1790

Both docs were out of date against the current UI:

- access-keys.md: explicitly state that the org-wide Access Keys tab
  is admin-only, distinct from Personal Access Keys.
- account-settings-preferences.md: fix the Navigation section, which
  had the default/preference relationship backwards; add the missing
  "Enable ingestion throttling notifications" checkbox (also admin-only,
  per organization-usage-limits.md); fix a label mismatch in Log Search
  ("Enable autocomplete" -> "Show search autocomplete suggestions while
  typing"); move Web Session Timeout under General Settings to match
  the actual UI grouping; add a new Personal Authorized Apps section,
  previously undocumented anywhere except a passing mention in
  oauth.md; and reframe the intro to cover all three tabs under the
  user menu (Preferences, Personal Access Keys, Personal Authorized
  Apps) instead of just the Preferences tab.
- Renamed the "Accessing preferences" anchor to "Accessing your
  account settings" to reflect the broader scope, and updated the two
  external docs that linked to the old anchor.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
@kimsauce kimsauce self-assigned this Aug 3, 2026
@cla-bot cla-bot Bot added the cla-signed Contributor approved, listed in .clabot file label Aug 3, 2026
@kimsauce
kimsauce marked this pull request as draft August 3, 2026 17:38
account-settings-preferences.md:
- Reorganize under Preferences/Personal Access Keys/Personal Authorized
  Apps to match the actual three user-menu tabs, with a real Personal
  Access Keys section instead of a bare link, and a new Personal
  Authorized Apps section (previously undocumented).
- Fix accuracy issues: Navigation preference had the default/enabled
  relationship backwards, "Enable autocomplete" didn't match the
  current UI label, ingestion throttling notifications checkbox was
  missing entirely, My Security Settings never explained how to start
  2-Step Verification setup or where backup codes appear (now links to
  the authoritative 2-Step Verification for Users doc instead of a
  half-complete inline walkthrough).
- Collapse self-explanatory settings into bullet lists instead of a
  heading+paragraph+screenshot per checkbox; drop screenshots that
  just re-illustrated a label already stated in text (My Profile, the
  disconnected My Preferences overview shot, the Alerts overview shot).
- Various copyedits: fix double-negative/awkward phrasing, typos,
  wordiness, and update the org-wide vs. admin-only framing on Access
  Keys tab visibility for consistency with access-keys.md.

access-keys.md:
- Give "Create an access key" an intro naming the three creation paths,
  promote CORS support out from under "From a Service Account" (it
  applies to all three creation methods, not just service accounts),
  and split the org-wide policy settings (deactivation/expiration) out
  of "Edit, deactivate/activate, rotate, or delete access keys" into
  their own "Access key policies" section, since they're org-wide
  defaults, not actions on an individual key.
- Fix the Admin-only overclaim on two policy notes and the Access Keys
  tab note: both are also accessible to Analysts with the relevant role
  capability, not Administrators exclusively.
- Fix a duplicated-word typo and trim redundant sentences that restated
  the same role-capability requirement already stated in a note above.

Also deletes three now-unused screenshots (my-profile.png,
my-preferences.png, alert-preferences.png), confirmed via repo-wide
grep to have no other references.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
@kimsauce
kimsauce marked this pull request as ready for review August 3, 2026 22:18
@kimsauce kimsauce added the do-not-merge Pull requests that should not be merged label Aug 3, 2026
kimsauce and others added 4 commits August 3, 2026 15:24
The Edit/deactivate/activate section heading was reordered, breaking
two external references to its old anchor.
Fixes a duplicated-word typo, an inaccurate "admin-only" simplification,
inconsistent "three-dot icon" vs "three-dot kebab icon" wording, and the
"Manage organization settings" capability name casing to match
role-capabilities.md. Also drops a mislabeled "(Admin only)" suffix on
the ingestion throttling notifications checkbox (not actually part of
the UI label) and a dangling "Notifications" mention that's never
covered anywhere in the doc.
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