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@nastasha-solomon nastasha-solomon commented Dec 17, 2025

⚠️ DO NOT MERGE until dev PR is merged ⚠️

Summary

Fixes https://github.com/elastic/docs-content-internal/issues/598 by doing the following:

  • Updated the privs for managing exceptions in the detection requirements priv table.
  • Clarified privs needed to access regular exceptions in 9.4/Serverless. Added a new section for this info, plus details about privs needed for accessing endpoint exceptions.

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  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
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github-actions bot commented Dec 17, 2025

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github-actions bot commented Dec 17, 2025

Vale Linting Results

Summary: 1 suggestion found

💡 Suggestions (1)
File Line Rule Message
solutions/security/detect-and-alert/add-manage-exceptions.md 65 Elastic.Capitalization 'exceptions requirements' should use sentence-style capitalization.

:::
:::{applies-item} { "stack": "ga 9.4", "serverless": "ga" }
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Note to self: Might need to remove the reference to a future-future stack version before merging. Need to check on this.

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:::{applies-item} { "stack": "ga 9.4", "serverless": "ga" }
:::{applies-item} { "serverless": "ga" }

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Interesting. Should be fine? The table with "planned" headings looks good in preview.

| Manage rules | N/A | `manage`, `write`, `read`, and `view_index_metadata` for these system indices and data streams, where `<space-id>` is the space name:<br><br>- `.alerts-security.alerts-<space-id>`<br>- `.siem-signals-<space-id>`^1^<br>- `.lists-<space-id>`<br>- `.items-<space-id>`<br><br>^1^ **NOTE**: If you’re upgrading to {{stack}} 8.0.0 or later, users should have privileges for the `.alerts-security.alerts-<space-id>` AND `.siem-signals-<space-id>` indices. If you’re newly installing the {{stack}}, then users do not need privileges for the `.siem-signals-<space-id>` index.<br> | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3` {applies_to}`serverless: ga`: `All` for the `Rules` feature<br><br>**NOTE:** You need additional `Action and Connectors` feature privileges (**Management → Action and Connectors**) to manage rules with actions and connectors:<br><br>- To provide full access to rule actions and connectors, give your role `All` privileges. With `Read` privileges, you can edit rule actions, but will have limited capabilities to manage connectors. For example, `Read` privileges allow you to add or remove an existing connector from a rule, but does not allow you to create a new connector.<br>- To import rules with actions, you need at least `Read` privileges for the `Action and Connectors` feature. To overwrite or add new connectors, you need `All` privileges for the `Actions and Connectors` feature. To import rules without actions, you don’t need `Actions and Connectors` privileges.<br> |
| Manage alerts<br><br>**NOTE**: Allows you to manage alerts, but not modify rules. | N/A | `maintenance`, `write`, `read`, and `view_index_metadata` for these system indices and data streams, where `<space-id>` is the space name:<br><br>- `.alerts-security.alerts-<space-id>`<br>- `.internal.alerts-security.alerts-<space-id>-*`<br>- `.siem-signals-<space-id>`^1^<br>- `.lists-<space-id>`<br>- `.items-<space-id>`<br><br> **NOTE**: Before a user can be assigned to a case, they must log into Kibana at least once, which creates a user profile.<br><br>^1^ **NOTE**: If you’re upgrading to {{stack}} 8.0.0 or later, users should have privileges for the `.alerts-security.alerts-<space-id>` AND `.siem-signals-<space-id>` indices. If you’re newly installing the {{stack}}, then users do not need privileges for the `.siem-signals-<space-id>` index.<br> | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3` {applies_to}`serverless: ga`: `All` for the `Rules` feature <br><br>**NOTE:** Alerts are managed through {{es}} index privileges. To view the alert management flows requires at least the `Read` for the `Rules` feature. |
| Manage exceptions | N/A | N/A | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3` {applies_to}`serverless: ga`: `All` for the `Rules` feature |
| Manage exceptions | N/A | N/A | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3`: `All` for the `Rules` feature <br><br> - {applies_to}`stack: ga 9.4` {applies_to}`serverless: ga`: `Read` for the `Rules, Alerts, and Exceptions ` feature and `All` for the `Exceptions` subfeature |
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Same comment as above.

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| Manage exceptions | N/A | N/A | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3`: `All` for the `Rules` feature <br><br> - {applies_to}`stack: ga 9.4` {applies_to}`serverless: ga`: `Read` for the `Rules, Alerts, and Exceptions ` feature and `All` for the `Exceptions` subfeature |
| Manage exceptions | N/A | N/A | - {applies_to}`stack: ga 9.0`: `All` for the `Security` feature<br><br> - {applies_to}`stack: ga 9.3`: `All` for the `Rules` feature <br><br> - applies_to}`serverless: ga`: `Read` for the `Rules, Alerts, and Exceptions ` feature and `All` for the `Exceptions` subfeature |

@nastasha-solomon nastasha-solomon marked this pull request as ready for review December 19, 2025 20:17
@nastasha-solomon nastasha-solomon requested a review from a team as a code owner December 19, 2025 20:17
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