Ruby on Rails API: Role-Based Access Control Code Sample
This Ruby on Rails code sample powers up the "Rails API Authorization By Example" guide, where you can learn how to implement Role-Based Access Control (RBAC) in a Ruby on Rails API server using Auth0 by Okta.
Ruby on Rails Code Sample Specs
This code sample uses the following main tooling versions:
- Rails
v7.0.5
- Ruby
v3.1.2
The Ruby on Rails project dependency installations were tested with bundler v2.3.19
. Running the Ruby on Rails web application was tested using Ruby v3.1.2
.
Quick Auth0 Set Up
First and foremost, if you haven't already, sign up for an Auth0 account to connect your API with the Auth0 Identity Platform.
Next, you'll connect your API with Auth0. You'll need to create an API registration in the Auth0 Dashboard and get two configuration values: the Auth0 Audience and the Auth0 Domain.
Get the Auth0 audience
-
Open the APIs section of the Auth0 Dashboard.
-
Click on the Create API button and fill out the "New API" form with the following values:
Name
Hello World API Server
https://hello-world.example.com
- Click on the Create button.
When setting up APIs, we also refer to the API identifier as the Audience value. Store that value in the following field to set up your API server in the next section:
Get the Auth0 domain
Now, follow these steps to get the Auth0 Domain value.
-
Open the Auth0 Domain Settings
-
Locate the bold text in the page description that follows this pattern:
tenant-name.region.auth0.com
. That's your Auth0 domain! -
Paste the Auth0 domain value in the following field so that you can use it in the next section to set up your API server:
region
subdomain (au
, us
, or eu
) is optional. Some Auth0 Domains don't have it.Set Up and Run the Ruby on Rails Project
Start by cloning the Rails project:
git clone https://github.com/auth0-developer-hub/api_rails_ruby_hello-world.git
Make the project directory your current working directory:
cd api_rails_ruby_hello-world
Then, check out the basic-role-based-access-control
branch, which holds all the code related to implementing token-based authorization to protect resources in a Rails API:
git checkout basic-role-based-access-control
Next, install the Ruby on Rails project dependencies:
bundle install
Now, create a .env
file under the project directory and populate it as follows:
PORT=6060CLIENT_ORIGIN_URL=http://localhost:4040AUTH0_AUDIENCE=AUTH0-AUDIENCEAUTH0_DOMAIN=AUTH0-DOMAIN
Execute the following command to run the Ruby on Rails API server:
bundle exec rails s
Set Up Role-Based Access Control (RBAC)
Within the context of Auth0, Role-based access control (RBAC) systems assign permissions to users based on their role within an organization. Everyone who holds that role has the same set of access rights. Those who hold different roles have different access rights.
Developers who use Role-based access control (RBAC) for access management can mitigate the errors that come from assigning permissions to users individually.
You can use the Auth0 Dashboard to enable Role-Based Access Control (RBAC) in any API that you have already registered with Auth0. You then implement RBAC by creating API permissions, assigning those permissions to a role, and assigning that role to any of your users.
Whenever a user logs in to one of your client applications, the Auth0 authorization server issues an access token that the client can use to make authenticated requests to an API server. Auth0 authorization servers issue access tokens in JSON Web Token (JWT) format.
When you enable Auth0 Role-Based Access Control (RBAC) for an API, the access token will include a permissions
claim that has all the permissions associated with any roles that you have assigned to that user.
For this particular API code sample, the access token present in the authorization header of a request must include a permissions
claim that contains the read:admin-messages
permission to access the GET /api/messages/admin
endpoint.
Enable Role-Based Access Control (RBAC)
-
Open the APIs section of the Auth0 Dashboard and select your "Hello World API Server" registration.
-
Click on the "Settings" tab and locate the "RBAC Settings" section.
-
Switch on the "Enable RBAC" and "Add Permissions in the Access Token" options.
Create an API permission
In the same Auth0 API registration page, follow these steps:
- Click on the "Permissions" tab and fill a field from the "Add a Permission (Scope)" section with the following information:
read:admin-messages
Read admin messages
- Click the "+ Add" button to store the permission.
Create a role with permissions
Create a role
-
Open the User Management > Roles section of the Auth0 Dashboard.
-
Click on the Create role button and fill out the "New Role" form with the following values:
messages-admin
Access admin messaging features
- Click on the Create button.
Add permissions to the role
-
Click on the "Permissions" tab of the roles page.
-
Click on the "Add Permissions" button.
-
Select the "Hello World API Server" from the dropdown menu that comes up and click the "Add Permissions" button.
-
Select all the permissions available by clicking on them one by one or by using the "All" link.
-
Finally, click on the "Add Permissions" button to finish up.
Create an admin user
-
Open the User Management > Users section from the Auth0 Dashboard.
-
Click on the "Create user" button and fill out the form with the required information. Alternatively, you can also click on any of your existing users to give one of them the admin role.
-
On the user's page, click on the "Roles" tab and then click on the "Assign Roles" button.
-
Select the
messages-admin
role from the dropdown menu and click on the "Assign" button.
Access the Admin Endpoint
Let's test access to the GET /api/messages/admin
endpoint by simulating a real user login and requesting that protected resource using a real access token.
You can pair this API server with a client application that matches the technology stack that you use at work. Any "Hello World" client application can communicate with this "Hello World" API server sample.
When you log in to a "Hello World" client application as a user who has the messages-admin
role, your access token will have the required permissions to access the GET /api/messages/admin
endpoint.
You can simulate a secure full-stack application system in no time. Each client application sample gives you clear instructions to get it up and running quickly.
Pick a Single-Page Application (SPA) code sample in your preferred frontend framework and language:
Once you set up the client application, log in and visit the guarded "Admin" page (http://localhost:4040/admin
).
When you log in to a "Hello World" client application as a user who has the messages-admin
role, your access token will have the required permissions to access the GET /api/messages/admin
endpoint, and you'll get the following response:
{"text": "This is an admin message."}
However, when you log in as a user who doesn't have the messages-admin
role, you'll get a 403 Forbidden
status code and the following response:
{"message": "Permission denied"}