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* Addresses feedback from backport * Update website/content/docs/ui/custom-messages.mdx Co-authored-by: Sarah Chavis <62406755+schavis@users.noreply.github.com> --------- Co-authored-by: Sarah Chavis <62406755+schavis@users.noreply.github.com>
151 lines
5.6 KiB
Plaintext
151 lines
5.6 KiB
Plaintext
---
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layout: docs
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page_title: Manage custom messages
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description: >-
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Use custom messages in the Vault UI to share system-wide alerts.
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---
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# Manage custom messages in the Vault UI
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@include 'alerts/enterprise-only.mdx'
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Use custom banners and modals in the Vault UI to share system-wide alerts for all Vault UI users.
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<Tip title="Best practices for UI messages">
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1. **Messages are sticky**. Users can only dismiss messages **temporarily**.
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The message reappears if the user refreshes their browser window or logs out
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of the current session.
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1. **Messages are intrusive**. Limit the number of active messages to minimize
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the intrusion on users and reduce the chances that they will dismiss the
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message without reading it.
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1. **Messages are inheritable**. Child namespaces inherit all messages created
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on the parent namespace. Take advantage of inheritance to reach the greatest
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number of users with the smallest number of messages.
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1. **Delete old messages**. Vault supports a maximum of 100 messages per namespace at a
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time. Practice good message hygiene by regularly deleting expired and outdated
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messages.
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</Tip>
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## Before you start
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- **You must have Vault Enterprise 1.16.0 or higher installed.**
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- **You must have the appropriate permissions**:
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- You must have `list` permission for the `sys/config/ui/custom-messages` endpoint.
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- To **create messages**, you must have `read` permission for the `sys/config/ui/custom-messages/:id` endpoint and `create` permission for the `sys/config/ui/custom-messages` endpoint.
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- To **edit messages**, you must have `read` and `update` permission for the `sys/config/ui/custom-messages/:id` endpoint.
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- To **delete messages**, `delete` permission for the `sys/config/ui/custom-messages/:id` endpoint.
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## Add a custom message
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1. Navigate to the **Settings** section in the Vault UI sidebar and select **Custom
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Messages**.
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1. On the **Custom messages** page, select whether you want the message
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to appear on the Vault UI login page or after a user logs in.
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1. Select the **+ Create message** button in the toolbar to open the **Create message** form.
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1. On the **Create message** form:
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- Select the locations where your message should appear.
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- Select the message type.
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- Provide a title and the message text. For important messages, we recommend
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keeping the text short and including a link to more information rather
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than writing a longer message that users may not take the time to read.
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- Set a start time when your message will publish. By default, messages
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publish at midnight in your local timezone.
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- Set an optional end time for the message. By default, messages do not
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expire.
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1. Click **Preview** to see how your message will appear to users.
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1. Click **Create message** to save your new message.
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## Create messages for a specific namespace
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Child [namespaces](/vault/docs/enterprise/namespaces) inherit all messages
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created on the parent namespace. For example, assume you have a
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cluster with the following namespace hierarchy:
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<CodeBlockConfig hideClipboard>
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```plaintext
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─ admin
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├── finance
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└── marketing
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├── digital-marketing
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└── events
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```
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</CodeBlockConfig>
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Custom messages created on the `admin` namespace apply to all child namespaces:
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`finance`, `marketing`, `marketing/digital-marketing` and `marketing/events`.
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To create a custom message that only targets the marketing team, log into the `marketing` namespace before creating your message.
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To create a message under a specific namespace:
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1. On your Vault login page, enter the namespace you want to target in
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the **Namespace** text field.
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1. Select an appropriate authentication method and log in.
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1. Select **Custom Messages**.
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1. Select the **+ Create message** button in the toolbar to open and fill out
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the **Create message** form.
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1. Click **Preview** to see how your message will appear to users.
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1. Click **Create message** to save your new message.
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Your new message only appears when a user logs into the targeted
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namespace or one of its child namespaces. You can verify that your
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message has the correct behavior by logging into an admin or parent
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namespace. The message should only appear when you switch to the
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targeted namespace.
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## Edit a custom message
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You can open the edit screen for a custom message in two places from the **Custom messages** page.
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**From the additional options menu for the message**:
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1. Find the custom message you want to edit.
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1. Click the additional option button (three dots).
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1. Select **Edit** from the dropdown menu to bring up the edit page.
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**From the message details page**:
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1. Find the custom message you want to edit.
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1. Select the message to open the message details page.
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1. Click the **Edit message** button to bring up the edit page.
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Fill in the information that you would like to edit for the custom message.
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## Delete a custom message
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<Warning title="Message deletion is permanent">
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Deleted messages cannot be recovered. If you delete a message by mistake, you
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will have to recreate it.
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</Warning>
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You can delete a custom message in two places from the **Custom messages** page.
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**From the additional options menu for the message**:
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1. Find the custom message you want to delete.
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1. Click the additional option button (three dots).
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1. Select **Delete** from the dropdown menu to bring up the delete confirmation modal.
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**From the message details page**:
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1. Find the custom message you want to delete.
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1. Select the message to open the message details page.
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1. Click the **Delete message** button to bring up the delete confirmation modal.
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