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Note
titleHeads up!

In the future System and Custom Roles will be merged to just Roles. New schema is shown at the end of this page.


Trivore Identity Service (TIS) utilises Role-Based Access Control (RBAC). The basic building blocks in RBAC are roles and permissions. Permissions allow a principal to perform some action like editing user accounts. Roles consist of one or more permissions and can be simply thought to be a group of permissions. Users are then given one or more roles depending what kinds of tasks they need to perform. In practise, the views which users see in the Main Menu and can access, depends on assigned roles and permissions at any particular time. Also views will only allow users read-only access if the users do not have the required permission to manage the objects.

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  1. Custom roles through groups
  2. Custom roles through namespace default account policy (special case, gives roles to all accounts within a namespace)
  3. Direct Custom roles (deprecated)
  4. Direct system System roles (deprecated)
  5. Direct permissions (deprecated)

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The current complexity is being reduced after collecting and analysing customer feedback. You know, sometimes there can be too much flexibility, as it may reduce usability and learnability.


Expand

Role classes and the special roles

Roles are divided into two main classes: Admin and Auditor. In addition there are two special roles: Multi-namespace and Developer.

System Roles

System Roles are designed to cover 99 % of use cases. This is why getting to know the System Roles is important. The full list of these roles is below in section 6.3. Next we will discuss the most important System Roles, and the difference between the two classes.

  • Admin class roles have the right to view, create, modify and remove objects.

  • Auditor class roles have the right only to view objects.

In general, Admin class has full read-write access to its objects, and Auditor class has only read-only access.

For roles Namespace Admin and Namespace Auditor the object in question is the namespace and its settings.

For roles Account Admin and Account Auditor the object in question is a user account and user account policies.

For roles Role Admin and Role Auditor the objects in question are the role definitions in a namespace and on each user account in the namespace.

For roles Group Admin and Group Auditors the object is a group, which may have different kind of members (user accounts, other groups, or contacts, which are covered in a later chapter). Group Admin is able to manage groups, and Group Auditor is able to review the current state and settings.

Custom Roles

If the selection of built-in system roles does not serve the technical and business requirements of your organisation, it is possible to create custom roles which may have virtually any set of permission.


Warning

Before creating a custom role you should think extremely carefully what the custom role is supposed to do. Custom Roles should always be well-designed and also documented because using Custom Roles alter the built-in security design. It is also possible to create a dysfunctional custom role. The Professional Services division of Trivore offers checking and validation service for custom roles.

Special Roles

Multi-namespace is a special role. It allows for the role holder to switch from a namespace (usually same as a tenant) to another for convenient management of multiple namespaces and the user accounts, groups, and roles in those namespaces. The Multi-namespace role itself does only allow for switching namespace. Other roles are required for actual management. On the user interface, the switching is done by selecting the namespace name on Namespace Menu on the Top Bar. This is a very powerful role, and the holders of this role are always considered trusted persons.

Developer is another special role. It is reserved for application developers. Developers may manage Management API clients and OpenID Connect clients. Those are external applications utilising TIS platform. The API Guide explains the use of external applications in more detail.

Roles and Permissions

Role is a management unit in TIS. Roles are preferably assigned to user groups, but may still be assigned to user accounts directly. This direct assignment is being phased away in a future release. If we look at the roles more carefully, we see there is an additional concept tightly related to a role, namely a permission. A permission is a detailed item. There are hundreds of permissions in TIS each allowing a certain small thing to be done. If that permission is missing (example: list user accounts), the signed in user account is not able to do any task which requires that permission.

A role is actually a collection of permissions. Some permissions, like listing user accounts, are required by many roles, so there is a lot of overlapping. Due to the rather technical nature of permissions, they are not widely or often discussed, but it is important to understand they exist and they make the basis for roles to function. If you need to make a Custom Role for some reason, you need to understand Permissions, as you are essentially assigning Permissions to a Custom Role, and then later via Group to a user Account.




Expand
titleRole assignment (outdated)

Role assignment

There are multiple pre-defined roles and rules on how each role can be assigned to a user account or group. The following table contains this information in one place for System Roles. Custom Roles follow the same schema.

#

Role or permission to be assigned

Current required roles on the assigner

Assignment scope/validity

Required roles on the assignee

1

Group Admin + Auditor

Namespace Admin

Single namespace

None

2

Role Admin + Auditor

Namespace Admin

Single namespace

None

3

Account Admin + Auditor

Namespace Admin

Single namespace

None

4Authorisation Admin + AuditorNamespace AdminSingle namespaceNone

5

Contact Admin + Auditor

Namespace Admin

Single namespace

None

6

Location/Site Admin + Auditor

Namespace Admin

Single namespace

None

7

Target Admin + Auditor

Namespace Admin

Single namespace

None

8

Incident Admin + Auditor

Namespace Admin

Single namespace

None

9Single sign-on Admin + AuditorNamespace AdminSingle namespaceNone

10

Namespace Admin

Namespace Admin -or-

Portal Admin and Security Admin

Single namespace

None

11

Namespace Auditor

Namespace Admin

Single namespace

None

12

Portal Admin

Portal Admin

System ( platform level)

None

13

Portal Auditor

Portal Admin

System ( platform level)

None

14

Security Admin

Portal Admin, Security Admin

System ( platform level)

Portal Admin

15

Security Auditor

Portal Admin, Security Admin

System ( platform level)

Portal Admin or Auditor

16

Multi-namespace

Portal Admin, Security Admin

Multiple namespaces

None

17

Context Admin + Auditor

Portal Admin, Context Admin

System ( platform level)

None

18

License Admin

Portal Admin, License Admin

System (platform level)

Portal Admin

19

License Auditor

Namespace Admin -or-

Portal Admin, License Admin

Single namespace

None

Role assignment matrix.

There are few limitations on role assignment and especially removal. This is to avoid lock-out situations.

  1. There must be at least one user account in the system which has both roles Portal Admin and Security Admin. The last user account with these roles can not be removed and neither of the roles can be removed from that user account. Instead an informative error message is shown.

  2. There must be at least one user account in the system which has role Context Admin. The last user account with this role can not be removed and the role can not be removed from that user account. Instead an informative error message is shown. Last Context Admin must first be moved to another account by first assigning it role Portal Admin, and then Context Admin role.

  3. There must be at least one user account in the system which has role License Admin. The last user account with this role can not be removed and the role can not be removed from that user account. Instead an informative error message is shown. Last License Admin must first be moved to another account by first assigning it role Portal Admin, and then License Admin role.

Assigning namespace for account with role Multi-namespace

It is important to understand:

  • Namespace assignment is a separate task from Multi-namespace role assignment.

  • The other namespaces may be assigned to account with role Multi-namespace separately by:

    • another account having role Multi-namespace, where the assigner may only assign (and remove for that matter) those namespaces where (s)he is currently assigned to (primary use case), or

    • a highly privileged account which has roles Portal Admin and Security Admin for any currently existing namespace (this a very rare use case).

Results from above are:

  • Accounts with role Multi-namespaces control the managed namespaces in peer-to-peer fashion rather independently, and

  • the few user accounts with both Portal Admin and Security Admin roles are the supervisors and highest level controllers.

Tip: Familiarise yourself with information in section below.

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