PingIDM 7.5.0

Delegated administration

Delegated administration lets you give fine-grained administrative access to specific users, based on a privilege mechanism.

How privileges restrict administrative access

Privileges enable you to grant administrative access to specific endpoints and objects, without needing to grant full administrative access to the server. For example, you might want to allow users with a help desk or support role to update the information of another user, without allowing them to delete user accounts or change the IDM system configuration.

You can use privileges to delegate specific administrative capabilities to non-administrative users, without exposing the admin UI to those users. If a user has been granted a privilege that allows them to access a list of users and user information, for example, they can access this list directly through the End User UI.

A delegated administrator does not have access to the same methods over REST as a regular administrator. IDM does not allow delegated administrator requests such as POST or DELETE. To add or remove relationships, use PATCH. For examples, refer to Managed roles.

The privilege mechanism requires dynamic role calculation, which is disabled by default. To enable it, set the enableDynamicRoles property to true in your conf/authentication.json file, or select Configure > Authentication > Session > Enable Dynamic Roles in the admin UI. For more information about dynamic role calculation, refer to Dynamic Role Calculation.

For more information on managing privileges over REST, refer to Privileges.

Determine access privileges

IDM determines what access a user has as follows:

  1. IDM checks the onRequest script specified in router.json . By default, this script calls router-authz.js .

  2. If access requirements are not satisfied, IDM then checks for any privileges associated with the user’s roles.

onResponse and onFailure scripts are supported when using privileges. onFailure scripts are called only if both the onRequest script and the privilege filter fail. onRequest, onResponse, and onFailure scripts are not required for the privilege mechanism.

Create privileges

Privileges are assigned to internal roles. A privilege specifies the following information:

  • The service path where users with that internal role have access.

  • The methods and actions allowed on that service path.

  • The specific attributes of the objects at that service path where access is allowed.

You can use a query filter within a privilege so that the privilege applies to a subset of managed objects only.

The privileges property is an array and can contain multiple privileges. Each privilege can contain:

accessFlags

A list of attributes within a managed object that you want to give access to. Each attribute has two fields:

Field Description

attribute

The name of the property you are granting access to.

readOnly (boolean)

Determines what level of access is allowed.

  • Attributes marked as "readOnly": true can be viewed, but not edited.

  • Attributes marked as "readOnly": false can be viewed and edited.

  • Attributes that aren’t listed in the accessFlags array cannot be viewed or edited.

    • Privileges aren’t automatically aware of changes to the managed object schema. If new properties are added, removed, or made mandatory, you must update any existing privileges to account for these changes. When a new property is added, it has a default permission level of NONE in existing privileges, including when the privilege is set to access all attributes.

    • PingIDM applies policy validation when creating or updating a privilege to ensure that all required properties are writable when the CREATE permission is assigned. This validation doesn’t run when schema changes are made, so you must verify that any existing privileges adhere to defined policies.
actions

A list of the specific actions allowed if the ACTION permission has been specified.

Allowed actions must be explicitly listed.
description (optional)

A description of the privilege.

filter (optional)

This property lets you apply a static or dynamic query filter to the privilege, which can be used to limit the scope of what the privilege allows the user to access.

Static filter example

To allow a delegated administrator to access information only about users for the stateProvince of Washington, include a static filter, such as:

filter : "stateProvince eq \"Washington\""
Dynamic filter example

Dynamic filters insert values from the authenticated resource. To allow a delegated administrator to access information only about users in their own stateProvince, include a dynamic filter by wrapping the parameter in curly braces:

filter : "stateProvince eq \"{{stateProvince}}\""

Users with query filter privileges can’t edit the properties specified in the filter in ways that would cause the privilege to lose access to the object. For example, if a user with either of the preceding example privileges attempted to edit another user’s stateProvince field to a value not matching the query filter, the request would return a 403 Forbidden error.

Fields must be searchable by PingIDM to be used in a privilege filter. Ensure that the field you are filtering has "searchable" : true set in the repo.jdbc.json file.

Privilege filters are an additional layer of filter to any other query filters you create. Any output must satisfy all filters to be included.
name

The name of the privilege.

path

The path to the service that you want to allow members of this privilege to access. For example, managed/user.

permissions

A list of permissions this privilege allows for the given path. The following permissions are available:

VIEW

Allows reading and querying the path, such as viewing and querying managed users.
CREATE

Allows creation at the path, such as creating new managed users.
UPDATE

Allows updating or patching existing information, such as editing managed user details.
DELETE

Allows deletion, such as deleting users from managed/user.
ACTION

Allows users to perform actions at the given path, such as custom scripted actions.

If you use an ACTION, there can be no filters on the privilege.

Adding privileges using the admin UI

  1. From the navigation bar, click Manage > Role.

  2. On the Roles page, click the Internal tab, and then click an existing role or create a new role.

  3. On the Role Name page, click the Privileges tab.

    PingIDM displays the current privileges for the role.

  4. To add privileges, click Add Privileges.

    • In the Add a privilege window, enter information, as necessary, and click Add.

Adding privileges using REST

The following example creates a new support role with privileges that let members view, create, and update information about users, but not delete users:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--header "Content-Type: application/json" \
--cacert ca-cert.pem \
--request PUT \
--data '{
  "name": "support",
  "description": "Support Role",
  "privileges": [ {
    "name": "support",
    "description": "Support access to user information.",
    "path": "managed/user",
    "permissions": [
      "VIEW", "UPDATE", "CREATE"
    ],
    "actions": [],
    "filter": null,
    "accessFlags": [
      {
        "attribute" : "userName",
        "readOnly" : false
      },
      {
        "attribute" : "mail",
        "readOnly" : false
      },
      {
        "attribute" : "givenName",
        "readOnly" : false
      },
      {
        "attribute" : "sn",
        "readOnly" : false
      },
      {
        "attribute" : "accountStatus",
        "readOnly" : true
      }
    ]
  } ]
}' \
"https://localhost:8443/openidm/internal/role/support"
{
  "_id": "support",
  "_rev": "00000000bfbac2ed",
  "name": "support",
  "description": "Support Role",
  "temporalConstraints": [],
  "condition": null,
  "privileges": [
    {
      "name": "support",
      "description": "Support access to user information.",
      "path": "managed/user",
      "permissions": [
        "VIEW",
        "UPDATE",
        "CREATE"
      ],
      "actions": [],
      "filter": null,
      "accessFlags": [
        {
          "attribute": "userName",
          "readOnly": false
        },
        {
          "attribute": "mail",
          "readOnly": false
        },
        {
          "attribute": "givenName",
          "readOnly": false
        },
        {
          "attribute": "sn",
          "readOnly": false
        },
        {
          "attribute": "accountStatus",
          "readOnly": true
        }
      ]
    }
  ]
}

Policies related to privileges

When creating privileges, IDM runs policies found in policy.json and policy.js, including the five policies used for validating privileges:

valid-accessFlags-object

Verifies that accessFlag objects are correctly formatted. Only two fields are permitted in an accessFlag object: readOnly, which must be a boolean; and attribute, which must be a string.

valid-array-items

Verifies that each item in an array contains the properties specified in policy.json, and that each of those properties satisfies any specific policies applied to it. By default, this is used to verify that each privilege contains name, path, accessFlags, actions, and permissions properties, and that the filter property is valid if included.

valid-permissions

Verifies that the permissions set on the privilege are all valid and can be achieved with the accessFlags that have been set. It checks:

  • CREATE permissions must have write access to all properties required to create a new object.

  • CREATE and UPDATE permissions must have write access to at least one property.

  • ACTION permissions must include a list of allowed actions, with at least one action included.

  • If any attributes have write access, then the privilege must also have either CREATE or UPDATE permission.

  • All permissions listed must be valid types of permission: VIEW, CREATE, UPDATE, ACTION, or DELETE. Also, no permissions are repeated.

valid-privilege-path

Verifies that the path specified in the privilege is a valid object with a schema for IDM to reference. Only objects with a schema (such as managed/user) can have privileges applied to them.

valid-query-filter

Verifies that the query filter used to filter privileges is a valid query.

For more information about policies and creating custom policies, refer to Use policies to validate data.

Get privileges on a resource

To determine which privileges a user has on a service, you can query the privilege endpoint for a given resource path or object, based on the user you are currently logged in as. For example, if a user is a member of the support role mentioned in the previous example, checking the user’s privileges for the managed/user resource would look like this:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--header "Content-Type: application/json" \
--cacert ca-cert.pem \
--request GET \
"https://localhost:8443/openidm/privilege/managed/user"
{
  "VIEW": {
    "allowed": true,
    "properties": [
      "userName",
      "givenName",
      "sn",
      "mail",
      "accountStatus"
    ]
  },
  "CREATE": {
    "allowed": true,
    "properties": [
      "userName",
      "givenName",
      "sn",
      "mail"
    ]
  },
  "UPDATE": {
    "allowed": true,
    "properties": [
      "userName",
      "givenName",
      "sn",
      "mail"
    ]
  },
  "DELETE": {
    "allowed": false
  },
  "ACTION": {
    "allowed": false,
    "actions": []
  }
}

In the above example, accountStatus is listed as a property for VIEW, but not for CREATE or UPDATE, because the privilege sets this property to be read only. Since both CREATE and UPDATE need the ability to write to a property, setting readOnly to false applies to both permissions. If you need more granular control, split these permissions into two privileges.

In addition to checking privileges for a resource, it is also possible to check privileges for specific objects within a resource, such as managed/user/scarter.

Create a delegated administrator

You can use the IDM REST API to create an internal/role with privileges that have object, array, and relationship type attribute access. You can then use that role as a delegated administrator to perform operations on those attributes.

If you want to experiment with delegated administrators in Postman, download and import this Postman collection.

Use the following example to create a delegated administrator:

Step 1. Create a Managed Role

To ensure a role object exists when roles are requested, you must create a managed role.

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--header "If-None-Match: *" \
--request PUT \
--data '{
  "name": "testManagedRole",
  "description": "a managed role for test"
}' \
"http://localhost:8080/openidm/managed/role/testManagedRole"
{
  "_id": "testManagedRole",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-181",
  "name": "testManagedRole",
  "description": "a managed role for test"
}
Step 2. Create a Manager User 
curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--request POST \
--data '{
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd"
}' \
"http://localhost:8080/openidm/managed/user/?_action=create"
{
  "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active",
  "effectiveRoles": [],
  "memberOfOrgIDs": [],
  "effectiveAssignments": []
}
Step 3. Create Additional Users

In this step, you’ll create two users with the following attributes:

  • preferences

  • manager

  • roles

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--request POST \
--data '{
  "userName": "scarter",
  "sn": "Carter",
  "givenName": "Steven",
  "mail": "scarter@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "manager": {"_ref": "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db"},
  "roles": [{"_ref": "managed/role/testManagedRole"}]
}' \
"http://localhost:8080/openidm/managed/user/?_action=create"
{
  "_id": "917bc052-ef39-4add-ae05-0a278e2de9c0",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1238",
  "userName": "scarter",
  "sn": "Carter",
  "givenName": "Steven",
  "mail": "scarter@example.com",
  "telephoneNumber": "082082082",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "accountStatus": "active",
  "effectiveRoles": [
    {
      "_refResourceCollection": "managed/role",
      "_refResourceId": "testManagedRole",
      "_ref": "managed/role/testManagedRole"
    }
  ],
  "memberOfOrgIDs": [],
  "effectiveAssignments": []
}
curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--request POST \
--data '{
  "userName": "jdoe",
  "sn": "Doe",
  "givenName": "John",
  "mail": "jdoe@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "manager": {"_ref": "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db"},
  "roles": [{"_ref": "managed/role/testManagedRole"}]
}' \
"http://localhost:8080/openidm/managed/user/?_action=create"
{
  "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1267",
  "userName": "jdoe",
  "sn": "Doe",
  "givenName": "John",
  "mail": "jdoe@example.com",
  "telephoneNumber": "082082082",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "accountStatus": "active",
  "effectiveRoles": [
    {
      "_refResourceCollection": "managed/role",
      "_refResourceId": "testManagedRole",
      "_ref": "managed/role/testManagedRole"
    }
  ],
  "memberOfOrgIDs": [],
  "effectiveAssignments": []
}
Step 4. Create Another User

You will delegate an internal/role with privileges to this user in the next step:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--request POST \
--data '{
  "userName": "bjensen",
  "sn": "Jensen",
  "givenName": "Barbara",
  "mail": "bjensen@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd"
}' \
"http://localhost:8080/openidm/managed/user/?_action=create"
{
  "_id": "2d726b2a-3324-44b3-ba40-91b154d4f51e",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1291",
  "userName": "bjensen",
  "sn": "Jensen",
  "givenName": "Barbara",
  "mail": "bjensen@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active",
  "effectiveRoles": [],
  "memberOfOrgIDs": [],
  "effectiveAssignments": []
}
Step 5. Create an internal/role

This role will have the following privileges:

  • A managed/user privilege with accessFlags attributes that are of types: “String” , “boolean” , and “number” ; but also for:

    • An object type that is not a relationship (preferences).

    • An object type that is a relationship (manager).

    • Array types that are relationships (roles, authzRoles, reports).

  • A managed/role privilege for viewing details of the “roles” property of a managed user.

  • An internal/role privilege for viewing the details of the “authzRoles” property of a managed user.

You can populate the privilege filter field to apply a finer level of permissions for what a delegated administrator can access or do with certain objects. The filter field is omitted in this example to allow all.

For properties that are not relationships, such as preferences, you can’t specify finer-grained permissions. For example, you can’t set permissions on preferences/marketing.

 
curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--header "If-None-Match: *" \
--request PUT \
--data '{
  "name": "internal_role_with_object_array_and_relationship_privileges",
  "description": "an internal role that has privileges for object & array types and relationships",
  "privileges": [
    {
      "name": "managed_user_privilege",
      "path": "managed/user",
      "permissions": [
        "VIEW",
        "CREATE",
        "UPDATE",
        "DELETE"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "userName",
          "readOnly": false
        },
        {
          "attribute": "password",
          "readOnly": false
        },
        {
          "attribute": "givenName",
          "readOnly": false
        },
        {
          "attribute": "sn",
          "readOnly": false
        },
        {
          "attribute": "mail",
          "readOnly": false
        },
        {
          "attribute": "description",
          "readOnly": false
        },
        {
          "attribute": "accountStatus",
          "readOnly": false
        },
        {
          "attribute": "telephoneNumber",
          "readOnly": false
        },
        {
          "attribute": "postalAddress",
          "readOnly": false
        },
        {
          "attribute": "city",
          "readOnly": false
        },
        {
          "attribute": "postalCode",
          "readOnly": false
        },
        {
          "attribute": "country",
          "readOnly": false
        },
        {
          "attribute": "stateProvince",
          "readOnly": false
        },
        {
          "attribute": "preferences",
          "readOnly": false
        },
        {
          "attribute": "roles",
          "readOnly": false
        },
        {
          "attribute": "manager",
          "readOnly": false
        },
        {
          "attribute": "authzRoles",
          "readOnly": false
        },
        {
          "attribute": "reports",
          "readOnly": false
        }
      ]
    },
    {
      "name": "managed_role_privilege",
      "path": "managed/role",
      "permissions": [
        "VIEW"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "name",
          "readOnly": true
        },
        {
          "attribute": "description",
          "readOnly": true
        }
      ]
    },
    {
      "name": "internal_role_privilege",
      "path": "internal/role",
      "permissions": [
        "VIEW"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "name",
          "readOnly": true
        },
        {
          "attribute": "description",
          "readOnly": true
        },
        {
          "attribute": "authzMembers",
          "readOnly": true
        }
      ]
    }
  ]
}' \
"http://localhost:8080/openidm/internal/role/testInternalRole"
{
  "_id": "testInternalRole",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-300",
  "name": "internal_role_with_object_array_and_relationship_privileges",
  "description": "an internal role that has privileges for object & array types and relationships",
  "temporalConstraints": [],
  "condition": null,
  "privileges": [
    {
      "name": "managed_user_privilege",
      "path": "managed/user",
      "permissions": [
        "VIEW",
        "CREATE",
        "UPDATE",
        "DELETE"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "userName",
          "readOnly": false
        },
        {
          "attribute": "password",
          "readOnly": false
        },
        {
          "attribute": "givenName",
          "readOnly": false
        },
        {
          "attribute": "sn",
          "readOnly": false
        },
        {
          "attribute": "mail",
          "readOnly": false
        },
        {
          "attribute": "description",
          "readOnly": false
        },
        {
          "attribute": "accountStatus",
          "readOnly": false
        },
        {
          "attribute": "telephoneNumber",
          "readOnly": false
        },
        {
          "attribute": "postalAddress",
          "readOnly": false
        },
        {
          "attribute": "city",
          "readOnly": false
        },
        {
          "attribute": "postalCode",
          "readOnly": false
        },
        {
          "attribute": "country",
          "readOnly": false
        },
        {
          "attribute": "stateProvince",
          "readOnly": false
        },
        {
          "attribute": "preferences",
          "readOnly": false
        },
        {
          "attribute": "roles",
          "readOnly": false
        },
        {
          "attribute": "manager",
          "readOnly": false
        },
        {
          "attribute": "authzRoles",
          "readOnly": false
        },
        {
          "attribute": "reports",
          "readOnly": false
        }
      ]
    },
    {
      "name": "managed_role_privilege",
      "path": "managed/role",
      "permissions": [
        "VIEW"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "name",
          "readOnly": true
        },
        {
          "attribute": "description",
          "readOnly": true
        }
      ]
    },
    {
      "name": "internal_role_privilege",
      "path": "internal/role",
      "permissions": [
        "VIEW"
      ],
      "actions": [],
      "accessFlags": [
        {
          "attribute": "name",
          "readOnly": true
        },
        {
          "attribute": "description",
          "readOnly": true
        },
        {
          "attribute": "authzMembers",
          "readOnly": true
        }
      ]
    }
  ]
}
Step 6. Create the Relationship Between User and internal/role

In this step, assign the internal/role from step 5 to the user created in step 4 by creating a relationship:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Content-Type: application/json" \
--request POST \
--data '{
  "_ref": "managed/user/2d726b2a-3324-44b3-ba40-91b154d4f51e",
  "_refProperties": {}
}' \
"http://localhost:8080/openidm/internal/role/testInternalRole/authzMembers?_action=create"
{
  "_id": "2e21f423-f934-4ed7-b6fd-9883b69d52d8",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1304",
  "_ref": "managed/user/2d726b2a-3324-44b3-ba40-91b154d4f51e",
  "_refResourceCollection": "managed/user",
  "_refResourceId": "2d726b2a-3324-44b3-ba40-91b154d4f51e",
  "_refProperties": {
    "_id": "2e21f423-f934-4ed7-b6fd-9883b69d52d8",
    "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1304"
  }
}
Step 7. Perform Operations as a Delegated Administrator

You can now perform operations as a delegated administrator, such as:

Query All Users

The query results display all users' properties that are allowed by the privileges:

curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--request GET \
"http://localhost:8080/openidm/managed/user?_queryFilter=true&_pageSize=100&_fields=*,*_ref/*"
{
  "result": [
    {
      "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
      "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
      "userName": "psmith",
      "sn": "Smith",
      "givenName": "Patricia",
      "mail": "psmith@example.com",
      "telephoneNumber": "082082082",
      "accountStatus": "active",
      "reports": [
        {
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1267",
          "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
          "userName": "jdoe",
          "sn": "Doe",
          "givenName": "John",
          "mail": "jdoe@example.com",
          "telephoneNumber": "082082082",
          "preferences": {
            "updates": true,
            "marketing": false
          },
          "accountStatus": "active",
          "_ref": "managed/user/aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
          "_refResourceCollection": "managed/user",
          "_refResourceId": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
          "_refProperties": {
            "_id": "e01a922b-a60d-46c2-b6bc-2b821c1580b4",
            "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1262"
          }
        },
        {
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1238",
          "_id": "917bc052-ef39-4add-ae05-0a278e2de9c0",
          "userName": "scarter",
          "sn": "Carter",
          "givenName": "Steven",
          "mail": "scarter@example.com",
          "telephoneNumber": "082082082",
          "preferences": {
            "updates": true,
            "marketing": false
          },
          "accountStatus": "active",
          "_ref": "managed/user/917bc052-ef39-4add-ae05-0a278e2de9c0",
          "_refResourceCollection": "managed/user",
          "_refResourceId": "917bc052-ef39-4add-ae05-0a278e2de9c0",
          "_refProperties": {
            "_id": "5bc2c633-8ae1-4ea2-adf6-8aa7ce5f8e70",
            "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1233"
          }
        }
      ],
      "manager": null,
      "roles": [],
      "authzRoles": []
    },
    {
      "_id": "917bc052-ef39-4add-ae05-0a278e2de9c0",
      "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1238",
      "userName": "scarter",
      "sn": "Carter",
      "givenName": "Steven",
      "mail": "scarter@example.com",
      "telephoneNumber": "082082082",
      "preferences": {
        "updates": true,
        "marketing": false
      },
      "accountStatus": "active",
      "reports": [],
      "manager": {
        "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
        "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
        "userName": "psmith",
        "sn": "Smith",
        "givenName": "Patricia",
        "mail": "psmith@example.com",
        "telephoneNumber": "082082082",
        "accountStatus": "active",
        "_ref": "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db",
        "_refResourceCollection": "managed/user",
        "_refResourceId": "9cae97b7-3bf3-4107-96d5-39ad153629db",
        "_refProperties": {
          "_id": "5bc2c633-8ae1-4ea2-adf6-8aa7ce5f8e70",
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1233"
        }
      },
      "roles": [
        {
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-181",
          "_id": "testManagedRole",
          "name": "testManagedRole",
          "description": "a managed role for test",
          "_ref": "managed/role/testManagedRole",
          "_refResourceCollection": "managed/role",
          "_refResourceId": "testManagedRole",
          "_refProperties": {
            "_id": "a33e2de0-83ff-481c-b8a7-8ffbc02d135c",
            "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1235"
          }
        }
      ],
      "authzRoles": []
    },
    {
      "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
      "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1267",
      "userName": "jdoe",
      "sn": "Doe",
      "givenName": "John",
      "mail": "jdoe@example.com",
      "telephoneNumber": "082082082",
      "preferences": {
        "updates": true,
        "marketing": false
      },
      "accountStatus": "active",
      "reports": [],
      "manager": {
        "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
        "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
        "userName": "psmith",
        "sn": "Smith",
        "givenName": "Patricia",
        "mail": "psmith@example.com",
        "telephoneNumber": "082082082",
        "accountStatus": "active",
        "_ref": "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db",
        "_refResourceCollection": "managed/user",
        "_refResourceId": "9cae97b7-3bf3-4107-96d5-39ad153629db",
        "_refProperties": {
          "_id": "e01a922b-a60d-46c2-b6bc-2b821c1580b4",
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1262"
        }
      },
      "roles": [
        {
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-181",
          "_id": "testManagedRole",
          "name": "testManagedRole",
          "description": "a managed role for test",
          "_ref": "managed/role/testManagedRole",
          "_refResourceCollection": "managed/role",
          "_refResourceId": "testManagedRole",
          "_refProperties": {
            "_id": "1528ab24-3ec3-4113-ac3f-26cc71a2d678",
            "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1264"
          }
        }
      ],
      "authzRoles": []
    },
    {
      "_id": "2d726b2a-3324-44b3-ba40-91b154d4f51e",
      "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1305",
      "userName": "bjensen",
      "sn": "Jensen",
      "givenName": "Barbara",
      "mail": "bjensen@example.com",
      "telephoneNumber": "082082082",
      "accountStatus": "active",
      "reports": [],
      "manager": null,
      "roles": [],
      "authzRoles": [
        {
          "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-300",
          "_id": "testInternalRole",
          "name": "internal_role_with_object_array_and_relationship_privileges",
          "description": "an internal role that has privileges for object & array types and relationships",
          "_ref": "internal/role/testInternalRole",
          "_refResourceCollection": "internal/role",
          "_refResourceId": "testInternalRole",
          "_refProperties": {
            "_id": "2e21f423-f934-4ed7-b6fd-9883b69d52d8",
            "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1304"
          }
        }
      ]
    }
  ],
  "resultCount": 4,
  "pagedResultsCookie": null,
  "totalPagedResultsPolicy": "NONE",
  "totalPagedResults": -1,
  "remainingPagedResults": -1
}
Read a Specified User’s Preferences Object 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--request GET \
"http://localhost:8080/openidm/managed/user/aca0042c-9f4c-4ad5-8cf7-aca0adeb3470?_fields=preferences"
{
  "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1267",
  "preferences": {
    "updates": true,
    "marketing": false
  }
}
Query a Specified User’s Roles 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--request GET \
"http://localhost:8080/openidm/managed/user/917bc052-ef39-4add-ae05-0a278e2de9c0/roles?_queryFilter=true&_fields=*"
{
  "result": [
    {
      "_id": "a33e2de0-83ff-481c-b8a7-8ffbc02d135c",
      "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1235",
      "name": "testManagedRole",
      "description": "a managed role for test",
      "_refResourceCollection": "managed/role",
      "_refResourceId": "testManagedRole",
      "_refResourceRev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-181",
      "_ref": "managed/role/testManagedRole",
      "_refProperties": {
        "_id": "a33e2de0-83ff-481c-b8a7-8ffbc02d135c",
        "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1235"
      }
    }
  ],
  "resultCount": 1,
  "pagedResultsCookie": null,
  "totalPagedResultsPolicy": "NONE",
  "totalPagedResults": -1,
  "remainingPagedResults": -1
}
Read a Specified User’s Manager 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--request GET \
"http://localhost:8080/openidm/managed/user/917bc052-ef39-4add-ae05-0a278e2de9c0/manager?_fields=*"
{
  "_id": "5bc2c633-8ae1-4ea2-adf6-8aa7ce5f8e70",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1233",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active",
  "_refResourceCollection": "managed/user",
  "_refResourceId": "9cae97b7-3bf3-4107-96d5-39ad153629db",
  "_refResourceRev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
  "_ref": "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db",
  "_refProperties": {
    "_id": "5bc2c633-8ae1-4ea2-adf6-8aa7ce5f8e70",
    "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1233"
  }
}
Update a Specified User’s Reports 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "Content-Type: application/json" \
--request PATCH \
--data '[ {
   "operation" : "replace",
   "field" : "reports",
   "value" : [{"_ref" : "managed/user/917bc052-ef39-4add-ae05-0a278e2de9c0"}]
} ]' \
"http://localhost:8080/openidm/managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db"
{
  "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active"
}
Assign a Specified User’s Manager 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "Content-Type: application/json" \
--request PATCH \
--data '[
  {
    "operation": "add",
    "field": "manager",
    "value": {"_ref" : "managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db"}
  }
]' \
"http://localhost:8080/openidm/managed/user/aca0042c-9f4c-4ad5-8cf7-aca0adeb3470"
{
  "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1517",
  "userName": "jdoe",
  "sn": "Doe",
  "givenName": "John",
  "mail": "jdoe@example.com",
  "telephoneNumber": "082082082",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "accountStatus": "active"
}
Remove a Specified User’s Manager 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "Content-Type: application/json" \
--request PATCH \
--data '[
  {
     "operation": "remove",
     "field": "manager"
  }
]' \
"http://localhost:8080/openidm/managed/user/aca0042c-9f4c-4ad5-8cf7-aca0adeb3470"
{
  "_id": "aca0042c-9f4c-4ad5-8cf7-aca0adeb3470",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1545",
  "userName": "jdoe",
  "sn": "Doe",
  "givenName": "John",
  "mail": "jdoe@example.com",
  "telephoneNumber": "082082082",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "accountStatus": "active"
}
Update a Specified User’s Manager 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "Content-Type: application/json" \
--request PATCH \
--data '[
  {
    "operation": "replace",
    "field": "manager",
    "value": {"_ref" : "managed/user/aca0042c-9f4c-4ad5-8cf7-aca0adeb3470"}
  }
]' \
"http://localhost:8080/openidm/managed/user/917bc052-ef39-4add-ae05-0a278e2de9c0"
{
  "_id": "917bc052-ef39-4add-ae05-0a278e2de9c0",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1565",
  "userName": "scarter",
  "sn": "Carter",
  "givenName": "Steven",
  "mail": "scarter@example.com",
  "telephoneNumber": "082082082",
  "preferences": {
    "updates": true,
    "marketing": false
  },
  "accountStatus": "active"
}
Delete a Specified User 
curl \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "Content-Type: application/json" \
--request DELETE \
"http://localhost:8080/openidm/managed/user/9cae97b7-3bf3-4107-96d5-39ad153629db"
{
  "_id": "9cae97b7-3bf3-4107-96d5-39ad153629db",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-1223",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active"
}
Create a User

  • Using POST:

    curl \
--header "Content-Type: application/json" \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--request POST \
--data '{
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd"
}' \
"http://localhost:8080/openidm/managed/user"
{
  "_id": "1a20930b-cf61-4b43-a730-9f73af9147cb",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-571",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active"
}

  • Using PUT:

    curl \
--header "Content-Type: application/json" \
--header "X-OpenIDM-Username: bjensen" \
--header "X-OpenIDM-Password: Passw0rd" \
--header "If-None-Match: *" \
--request PUT \
--data '{
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "password": "Passw0rd"
}' \
"http://localhost:8080/openidm/managed/user/psmith"
{
  "_id": "psmith",
  "_rev": "200bc5d6-7cc1-4648-a854-3137f3d9c103-590",
  "userName": "psmith",
  "sn": "Smith",
  "givenName": "Patricia",
  "mail": "psmith@example.com",
  "telephoneNumber": "082082082",
  "accountStatus": "active"
}

Delegated administration may not work as expected when using DS as your repository if _id is something other than a UUID. JDBC repositories may use other forms for _id, though using a UUID is still recommended.

For more examples, including working with filters, refer to the Postman collection.

All patches are done with a PATCH request. Delegated administrator operations do not currently support using POST actions for patch requests (POST _action=patch will not work).

This process only applies to managed users. It will not work for internal users, as they cannot have roles.

Configure search UI for delegated administrators

The IDM End User UI support for delegated administration includes a search feature to filter a list of results. To help keep search performant when working with large lists, you can configure the following constraints:

These settings only affect delegated administrators.

Minimum filter search length

You can set minimumUIFilterLength in conf/ui-configuration.json to define when results start filtering:

"platformSettings" : {
    "managedObjectsSettings" : {
        "user" : {
            "minimumUIFilterLength" : 3
        }
    }
}

This setting prevents the UI from filtering until the user has typed at least three characters. minimumUIFilterLength can be used with any managed object, for example:

"platformSettings" : {
    "managedObjectsSettings" : {
        "user" : {
            "minimumUIFilterLength" : 3
        },
        "role" : {
            "minimumUIFilterLength" : 2
        }
    }
}

Disable sort and filter for resource collections

A resource collection is a set of objects that have a relationship with one or more other objects. For example:

  • All users with a particular role assignment.

  • All users who are members of an organization.

You can disable the ability to sort and filter resource collections using "disableRelationshipSortAndSearch" : true in conf/ui-configuration.json. This can be beneficial when working with very large lists. For example:

"platformSettings" : {
    "managedObjectsSettings" : {
        "user" : {
            "disableRelationshipSortAndSearch" : true,
            "minimumUIFilterLength" : 3
        }
    }
}