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obsidian-enterprise-rbac

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Implement team vault access patterns and role-based controls. Use when managing shared vaults, implementing access controls, or building team collaboration features for Obsidian. Trigger with phrases like "obsidian team", "obsidian access control", "obsidian enterprise", "shared vault permissions".

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Obsidian Enterprise RBAC

Overview

Implement role-based access control patterns for team vaults and shared Obsidian environments.

Prerequisites

  • Understanding of RBAC concepts
  • Multi-user vault setup
  • Backend service for authentication (optional)

Access Control Concepts

Role Hierarchy

RoleReadWriteDeleteAdminSettings
ViewerYesNoNoNoNo
EditorYesYesNoNoNo
ContributorYesYesOwnNoNo
ManagerYesYesYesNoView
AdminYesYesYesYesFull

Folder-Based Permissions

vault/
├── public/           # All roles can read
├── team/             # Editors+ can read/write
├── projects/
│   ├── project-a/    # Project members only
│   └── project-b/    # Project members only
├── management/       # Managers+ only
└── admin/            # Admins only

Instructions

Step 1: Permission System

// src/rbac/permissions.ts
export type Role = 'viewer' | 'editor' | 'contributor' | 'manager' | 'admin';
export type Permission = 'read' | 'write' | 'delete' | 'admin' | 'settings';

export interface User {
  id: string;
  name: string;
  email: string;
  role: Role;
  teamIds: string[];
  projectIds: string[];
}

export interface FolderPermission {
  path: string;
  allowedRoles: Role[];
  allowedTeams?: string[];
  allowedUsers?: string[];
}

const rolePermissions: Record<Role, Permission[]> = {
  viewer: ['read'],
  editor: ['read', 'write'],
  contributor: ['read', 'write', 'delete'], // delete own only
  manager: ['read', 'write', 'delete', 'settings'],
  admin: ['read', 'write', 'delete', 'admin', 'settings'],
};

export class PermissionService {
  private currentUser: User | null = null;
  private folderPermissions: FolderPermission[] = [];

  setCurrentUser(user: User): void {
    this.currentUser = user;
  }

  setFolderPermissions(permissions: FolderPermission[]): void {
    this.folderPermissions = permissions;
  }

  hasPermission(permission: Permission): boolean {
    if (!this.currentUser) return false;
    return rolePermissions[this.currentUser.role].includes(permission);
  }

  canAccessFolder(path: string): boolean {
    if (!this.currentUser) return false;

    // Admin can access everything
    if (this.currentUser.role === 'admin') return true;

    // Check folder permissions
    const folderPerm = this.findFolderPermission(path);
    if (!folderPerm) return true; // No restrictions

    // Check role
    if (folderPerm.allowedRoles.includes(this.currentUser.role)) {
      return true;
    }

    // Check team membership
    if (folderPerm.allowedTeams) {
      const hasTeam = folderPerm.allowedTeams.some(
        teamId => this.currentUser!.teamIds.includes(teamId)
      );
      if (hasTeam) return true;
    }

    // Check user allowlist
    if (folderPerm.allowedUsers) {
      if (folderPerm.allowedUsers.includes(this.currentUser.id)) {
        return true;
      }
    }

    return false;
  }

  canReadFile(path: string): boolean {
    return this.hasPermission('read') && this.canAccessFolder(path);
  }

  canWriteFile(path: string): boolean {
    return this.hasPermission('write') && this.canAccessFolder(path);
  }

  canDeleteFile(path: string, ownerId?: string): boolean {
    if (!this.currentUser) return false;

    // Contributor can only delete own files
    if (this.currentUser.role === 'contributor') {
      return ownerId === this.currentUser.id && this.canAccessFolder(path);
    }

    return this.hasPermission('delete') && this.canAccessFolder(path);
  }

  private findFolderPermission(path: string): FolderPermission | null {
    // Find most specific matching folder permission
    let match: FolderPermission | null = null;
    let matchLength = 0;

    for (const perm of this.folderPermissions) {
      if (path.startsWith(perm.path) && perm.path.length > matchLength) {
        match = perm;
        matchLength = perm.path.length;
      }
    }

    return match;
  }
}

Step 2: Protected Operations Wrapper

// src/rbac/protected-vault.ts
import { App, TFile, Notice } from 'obsidian';
import { PermissionService } from './permissions';

export class ProtectedVault {
  constructor(
    private app: App,
    private permissions: PermissionService
  ) {}

  async readFile(file: TFile): Promise<string | null> {
    if (!this.permissions.canReadFile(file.path)) {
      new Notice('Permission denied: Cannot read this file');
      return null;
    }
    return this.app.vault.read(file);
  }

  async writeFile(file: TFile, content: string): Promise<boolean> {
    if (!this.permissions.canWriteFile(file.path)) {
      new Notice('Permission denied: Cannot write to this file');
      return false;
    }
    await this.app.vault.modify(file, content);
    return true;
  }

  async createFile(path: string, content: string): Promise<TFile | null> {
    if (!this.permissions.canWriteFile(path)) {
      new Notice('Permission denied: Cannot create files in this folder');
      return null;
    }
    return this.app.vault.create(path, content);
  }

  async deleteFile(file: TFile, ownerId?: string): Promise<boolean> {
    if (!this.permissions.canDeleteFile(file.path, ownerId)) {
      new Notice('Permission denied: Cannot delete this file');
      return false;
    }
    await this.app.vault.delete(file);
    return true;
  }

  getAccessibleFiles(): TFile[] {
    return this.app.vault.getMarkdownFiles().filter(
      file => this.permissions.canReadFile(file.path)
    );
  }
}

Step 3: User Management

// src/rbac/user-manager.ts
import { Plugin } from 'obsidian';

export interface TeamConfig {
  id: string;
  name: string;
  members: string[];
  folders: string[];
}

export interface RBACConfig {
  enabled: boolean;
  users: Record<string, {
    role: Role;
    teams: string[];
  }>;
  teams: TeamConfig[];
  folderPermissions: FolderPermission[];
}

export class UserManager {
  private config: RBACConfig;
  private plugin: Plugin;

  constructor(plugin: Plugin) {
    this.plugin = plugin;
    this.config = this.loadConfig();
  }

  private loadConfig(): RBACConfig {
    // Load from plugin settings or external config
    return {
      enabled: true,
      users: {},
      teams: [],
      folderPermissions: [],
    };
  }

  getCurrentUser(): User | null {
    // Get current user from auth system
    // This could be from local storage, external auth, etc.
    const userId = this.getCurrentUserId();
    if (!userId) return null;

    const userConfig = this.config.users[userId];
    if (!userConfig) return null;

    return {
      id: userId,
      name: this.getUserName(userId),
      email: this.getUserEmail(userId),
      role: userConfig.role,
      teamIds: userConfig.teams,
      projectIds: this.getProjectsForUser(userId),
    };
  }

  private getCurrentUserId(): string | null {
    // Implementation depends on auth system
    // Could be from: local file, external service, etc.
    return localStorage.getItem('obsidian-user-id');
  }

  private getUserName(userId: string): string {
    // Fetch from user directory
    return userId;
  }

  private getUserEmail(userId: string): string {
    // Fetch from user directory
    return `${userId}@example.com`;
  }

  private getProjectsForUser(userId: string): string[] {
    // Get projects user has access to
    return [];
  }

  getTeams(): TeamConfig[] {
    return this.config.teams;
  }

  getFolderPermissions(): FolderPermission[] {
    return this.config.folderPermissions;
  }

  // Admin functions
  async addUser(userId: string, role: Role, teams: string[]): Promise<void> {
    this.config.users[userId] = { role, teams };
    await this.saveConfig();
  }

  async updateUserRole(userId: string, role: Role): Promise<void> {
    if (this.config.users[userId]) {
      this.config.users[userId].role = role;
      await this.saveConfig();
    }
  }

  async addFolderPermission(permission: FolderPermission): Promise<void> {
    this.config.folderPermissions.push(permission);
    await this.saveConfig();
  }

  private async saveConfig(): Promise<void> {
    // Save to plugin data or external storage
  }
}

Step 4: Audit Logging

// src/rbac/audit-log.ts
export interface AuditEntry {
  timestamp: string;
  userId: string;
  action: 'read' | 'write' | 'delete' | 'permission_denied' | 'login' | 'logout';
  resource: string;
  details?: Record<string, any>;
  success: boolean;
}

export class AuditLogger {
  private entries: AuditEntry[] = [];
  private maxEntries = 1000;

  log(entry: Omit<AuditEntry, 'timestamp'>): void {
    const fullEntry: AuditEntry = {
      ...entry,
      timestamp: new Date().toISOString(),
    };

    this.entries.push(fullEntry);

    // Trim old entries
    if (this.entries.length > this.maxEntries) {
      this.entries = this.entries.slice(-this.maxEntries);
    }

    // Console log for debugging
    console.log(`[Audit] ${fullEntry.action}: ${fullEntry.resource}`, {
      user: fullEntry.userId,
      success: fullEntry.success,
    });
  }

  logAccess(userId: string, path: string, action: 'read' | 'write' | 'delete', success: boolean): void {
    this.log({
      userId,
      action,
      resource: path,
      success,
    });
  }

  logPermissionDenied(userId: string, path: string, requestedAction: string): void {
    this.log({
      userId,
      action: 'permission_denied',
      resource: path,
      details: { requestedAction },
      success: false,
    });
  }

  getEntries(filter?: {
    userId?: string;
    action?: AuditEntry['action'];
    since?: Date;
  }): AuditEntry[] {
    let results = [...this.entries];

    if (filter?.userId) {
      results = results.filter(e => e.userId === filter.userId);
    }

    if (filter?.action) {
      results = results.filter(e => e.action === filter.action);
    }

    if (filter?.since) {
      results = results.filter(e =>
        new Date(e.timestamp) >= filter.since!
      );
    }

    return results;
  }

  getPermissionDenials(): AuditEntry[] {
    return this.entries.filter(e => e.action === 'permission_denied');
  }

  export(): string {
    return JSON.stringify(this.entries, null, 2);
  }
}

Step 5: UI Integration

// src/rbac/rbac-ui.ts
import { App, Modal, Setting } from 'obsidian';
import { Role, User, PermissionService } from './permissions';

export class UserRoleModal extends Modal {
  private user: User;
  private onSave: (role: Role) => void;

  constructor(app: App, user: User, onSave: (role: Role) => void) {
    super(app);
    this.user = user;
    this.onSave = onSave;
  }

  onOpen() {
    const { contentEl } = this;
    contentEl.empty();

    contentEl.createEl('h2', { text: `Edit User: ${this.user.name}` });

    new Setting(contentEl)
      .setName('Role')
      .setDesc('User role determines permissions')
      .addDropdown(dropdown => {
        dropdown
          .addOption('viewer', 'Viewer')
          .addOption('editor', 'Editor')
          .addOption('contributor', 'Contributor')
          .addOption('manager', 'Manager')
          .addOption('admin', 'Admin')
          .setValue(this.user.role)
          .onChange(value => {
            this.user.role = value as Role;
          });
      });

    new Setting(contentEl)
      .addButton(btn => btn
        .setButtonText('Save')
        .setCta()
        .onClick(() => {
          this.onSave(this.user.role);
          this.close();
        }))
      .addButton(btn => btn
        .setButtonText('Cancel')
        .onClick(() => this.close()));
  }
}

// Status bar indicator
export function addRoleIndicator(plugin: Plugin, permissions: PermissionService): void {
  const user = permissions.getCurrentUser();
  if (!user) return;

  const statusBar = plugin.addStatusBarItem();
  statusBar.setText(`${user.role.toUpperCase()}`);
  statusBar.addClass(`role-indicator-${user.role}`);
}

Output

  • Role-based permission system
  • Folder-level access control
  • Protected vault operations
  • Audit logging
  • User management UI

Error Handling

IssueCauseSolution
Permission deniedInsufficient roleCheck role assignment
User not foundAuth not configuredSet up user management
Folder access blockedTeam not assignedAdd user to team
Audit log fullNo rotationImplement log rotation

Examples

Configuration File

# .obsidian/plugins/my-plugin/rbac-config.yaml
enabled: true

users:
  alice:
    role: admin
    teams: [management, engineering]
  bob:
    role: editor
    teams: [engineering]
  charlie:
    role: viewer
    teams: [support]

teams:
  - id: management
    name: Management
    folders: [management/, projects/]
  - id: engineering
    name: Engineering
    folders: [engineering/, projects/]
  - id: support
    name: Support
    folders: [support/, public/]

folderPermissions:
  - path: public/
    allowedRoles: [viewer, editor, contributor, manager, admin]
  - path: management/
    allowedRoles: [manager, admin]
    allowedTeams: [management]
  - path: admin/
    allowedRoles: [admin]

Resources

Next Steps

For major migrations, see obsidian-migration-deep-dive.