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Role-Based Access Control (RBAC) is the security model used in Prisme.ai to manage who can access, modify, and use different parts of your workspace. It ensures that users only have the permissions they need while protecting sensitive information and functionality.

RBAC Fundamentals

The RBAC system consists of several key elements:
  • Roles: Sets of permissions that can be assigned to users
  • Subjects: Resources that can be acted upon (pages, files, events, etc.)
  • Actions: Operations that can be performed on subjects (read, create, update, etc.)
  • Rules: Define which roles can perform which actions on which subjects
  • Conditions: Optional criteria that further restrict when rules apply
These components work together to create a flexible yet secure access control system.

Managing Roles and Rules

1

Accessing RBAC Settings

To view and edit your workspace’s access control configuration:
  1. Go to your workspace
  2. Navigate to Settings > Advanced > Manage Roles
  3. Edit the YAML configuration
  4. Save your changes
Changes to RBAC settings take effect immediately. Be careful not to lock yourself out!
2

Defining Roles

Create custom roles to fit your organization’s needs:
The auth section allows you to automatically assign roles based on authentication providers.
3

Creating Rules

Define what each role can do with specific rules:
Each rule must include at least:
  • action: What can be done (a single action or list)
  • subject: What it can be done to (a single subject or list)
Rules can optionally specify:
  • role: Which role this applies to (if omitted, applies to everyone)
  • conditions: Restrict the rule to specific cases. If omitted (or an empty object), the rule will apply to every instance of specified subject
  • inverted: Set to true to make this a deny rule instead of allow
  • reason: Documentation string for the rule
4

Adding Conditions

Restrict rules to specific situations with conditions:
Conditions use a subset of MongoDB query syntax for powerful filtering.

Common RBAC Patterns

Control what unauthenticated users can access:
Rules without a role specified apply to everyone, including unauthenticated users.
Define what each role can do:
This approach creates a clear hierarchy of access permissions.
Configure permissions for API access:
This allows creating an internal workspace API key with specific permissions.
The api key value can’t be directly accessed, but instead can be injected in fetch instruction :
Automatically assign roles based on SSO provider & auth data :
This reduces manual user management by leveraging authentication information.

Subjects and Actions

RBAC controls access to various resource types through subject and action combinations:
Subject : workspacesActions :
  • read : allows reading the workspace configuration
  • update : allows updating the workspace configuration
  • delete : allows deleting the workspace
  • manage_security : allows updating security configuration
  • manage_permissions : allows sharing / unsharing
  • aggregate_search : allows using /search API
  • get_usage : allows using /usage API
  • manage_repositories : allows managing repositories settings
  • manage : allows all above actions
Subject : pagesActions :
  • create : allows creating a page
  • read : allows reading pages
  • update : allows updating pages
  • delete : allows deleting pages
  • manage : allows all above actions
Subject : filesActions :
  • create : allows uploading a file
  • read : allows reading files
  • update : allows updating files
  • delete : allows deleting files
  • manage : allows all above actions
Subject : eventsActions :
  • create : allows emitting an event
  • read : allows reading events
  • manage : allows all above actions
Subject : automationsActions :
  • create : allows creating an automation
  • read : allows reading automations
  • update : allows updating automations
  • delete : allows deleting automations
  • execute : allows executing automations
  • manage : allows all above actions
Subject : secretsActions :
  • create : allows creating secrets
  • read : allows reading secrets
  • update : allows updating secrets
  • delete : allows deleting secrets
  • manage : allows all above actions
Subject : appsActions :
  • create : allows publishing an app
  • read : allows viewing/installing apps
  • update : allows updating apps
  • delete : allows deleting apps
  • manage : allows all above actions

Securing Automations

By default, anyone can execute any automation that has an event or endpoint trigger. To restrict access to sensitive automations:
1

Define Authorization Action

In your automation, specify an authorization requirement:
The authorizations.action field specifies a permission key for this automation.
2

Create Permission Rule

Define who can execute automations with this authorization key:
This restricts execution only to users with the specified role.
3

Test the Restriction

Verify that:
  • Users with the admin role can execute the automation
  • Users without the admin role receive an authorization error
  • The automation cannot be called indirectly by other automations without permission

Using API Keys

API keys allow programmatic access to your workspace with specific permissions :
  1. Use Prismeai APIs to generate an api key :
  1. Include the received apikey in x-prismeai-api-key header :
Keep API keys secure. They grant access based on their associated role without requiring user authentication.
For internal API calls from automations, you can define built-in API keys:
This creates an internal API key that automations can use:
Workspace API keys are not visible in the UI and are specifically for internal use.

Example RBAC Configuration

Here’s a complete example of a typical RBAC configuration:

Security Best Practices

Principle of Least Privilege

Give users only the permissions they actually need:

  • Start with minimal permissions and add as required
  • Use specific conditions to limit rule scope
  • Avoid “manage” permission when more specific actions suffice
  • Regularly review and prune unnecessary permissions

Secure Public Access

Carefully control what unauthenticated users can do:

  • Use explicit conditions on public rules
  • Limit event creation to specific event types
  • Be cautious with file upload permissions
  • Restrict user session events appropriately

Protect Sensitive Automations

Secure automations that access sensitive data:

  • Add authorization requirements to important automations
  • Create specific roles for administrative functions
  • Avoid sensitive data exposure through events
  • Test automations with different user roles

Manage API Access

Control programmatic access carefully:

  • Create API keys with minimal required permissions
  • Rotate API keys regularly
  • Monitor API key usage for unusual patterns
  • Delete unused API keys promptly

Troubleshooting

When users encounter permission errors they shouldn’t:Check these common issues:
  • Verify the user has the correct role assignment
  • Look for inverted rules (deny rules) that might be applying
  • Check if conditions on rules are unintentionally restrictive
  • Ensure the rule order places more specific rules after general ones
Example fix:
When users have permissions they shouldn’t have:Check these common issues:
  • Look for overly broad rules without conditions
  • Check if the user has multiple roles granting cumulative permissions
  • Verify automatic role assignment isn’t giving unintended access
  • Ensure public rules (no role specified) aren’t too permissive
Example fix:

Next Steps

Automations

Explore automations and their security model