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docs: document service account token rotation and custom roles#603

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sdolidze merged 5 commits intomainfrom
docs/service-accounts-rotation-custom-roles
May 8, 2026
Merged

docs: document service account token rotation and custom roles#603
sdolidze merged 5 commits intomainfrom
docs/service-accounts-rotation-custom-roles

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@sdolidze sdolidze commented May 7, 2026

Summary

Test plan

  • Verify the Role / Scopes picker label in the live SA creation modal matches "Role" / "Scopes" (or adjust step 4 wording).
  • Verify the Rotate token action menu copy matches "Rotate token" exactly.
  • Confirm the View custom role menu item label is current.
  • Render the page locally / on a preview deploy and check Mintlify renders the <Warning> and <Info> callouts correctly.

🤖 Generated with Claude Code

Adds a "Rotating tokens" section and reframes "Scopes" into
built-in roles + custom roles, matching the recently shipped UI.
Restores a one-line note on audit attribution in the overview.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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github-actions Bot commented May 7, 2026

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mintlify Bot commented May 7, 2026

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lightdash 🟢 Ready View Preview May 7, 2026, 2:49 PM

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…org:* scopes legacy

The three org:view / org:edit / org:admin scopes are deprecated.
New service accounts pick a system role (Admin / Developer / Editor / Reader)
or a custom role. Move the scope table to a "Legacy scopes" subsection
with a note that existing accounts continue to work.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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github-actions Bot commented May 7, 2026

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Use the full Organization Roles list from references/workspace/roles
(Admin, Developer, Editor, Interactive Viewer, Viewer, Member) with
descriptions matching the org-roles permission matrix.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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github-actions Bot commented May 7, 2026

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sdolidze and others added 2 commits May 7, 2026 15:54
Matches the legacy-scopes table style for visual consistency.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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github-actions Bot commented May 7, 2026

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github-actions Bot commented May 7, 2026

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@sdolidze sdolidze merged commit 7ff4fe7 into main May 8, 2026
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