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Authentication

User authentication for docuteam desk is managed via a Keycloak instance. The system supports several identity integration methods:

  • Direct Management: Users are created and managed directly within the Keycloak instance.
  • External Identity Providers (IdP): Integration with external providers using OpenID Connect (OIDC) or SAML 2.0 (e.g., Azure AD).

Authorization Architecture​

Access control is implemented through a two-tier permission model: Keycloak-level roles (Identity Provider) and desk-level permissions (Application level). For cloud clients, the keycloak level needs to be configured by docuteam; for on premises installations it depends on the setup.

1. Keycloak level roles​

Keycloak roles define the user's identity within the organization and serve as the foundation for application access.

RoleDashboardSpaces creationSpace configurationSubmitReviewConfigure org endpoints
super-adminyesyesyesyesyesyes
[org_id]-adminyesyesyesyesyesyes
[org_id]-useryes?????

Note that [org_id]-user users must also be granted specific desk-level permissions to access application features. super-admin grants full administrative privileges across all organizations on the server, while [org_id]-admin grants space admin rights within the specified organization.

2. desk-level permissions​

desk-level permissions define the specific functional capabilities of a user within a space. Multiple roles can be assigned to a single user.

RoleDashboardSpaces creationSpace configurationSubmitReviewConfigure org endpointsDelete DraftsSee Submissions
space adminyesyesyesyesyesall submissions
space submitteryesyesyesown submissions
space revieweryesyesview all submissions
space anonymous submitteryesyesyesall submissions created using anonymous link