instantly-enterprise-rbac

name	instantly-enterprise-rbac
description	Configure Instantly enterprise SSO, role-based access control, and organization management. Use when implementing SSO integration, configuring role-based permissions, or setting up organization-level controls for Instantly. Trigger with phrases like "instantly SSO", "instantly RBAC", "instantly enterprise", "instantly roles", "instantly permissions", "instantly SAML".
allowed-tools	Read, Write, Edit
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>

Instantly Enterprise RBAC

Overview

Configure enterprise-grade access control for Instantly integrations.

Prerequisites

• Instantly Enterprise tier subscription
• Identity Provider (IdP) with SAML/OIDC support
• Understanding of role-based access patterns
• Audit logging infrastructure

Role Definitions

Role	Permissions	Use Case
Admin	Full access	Platform administrators
Developer	Read/write, no delete	Active development
Viewer	Read-only	Stakeholders, auditors
Service	API access only	Automated systems

Role Implementation

enum InstantlyRole {
  Admin = 'admin',
  Developer = 'developer',
  Viewer = 'viewer',
  Service = 'service',
}

interface InstantlyPermissions {
  read: boolean;
  write: boolean;
  delete: boolean;
  admin: boolean;
}

const ROLE_PERMISSIONS: Record<InstantlyRole, InstantlyPermissions> = {
  admin: { read: true, write: true, delete: true, admin: true },
  developer: { read: true, write: true, delete: false, admin: false },
  viewer: { read: true, write: false, delete: false, admin: false },
  service: { read: true, : , : , :  },
};

 ():  {
   [role][action];
}

SSO Integration

SAML Configuration

// Instantly SAML setup
const samlConfig = {
  entryPoint: 'https://idp.company.com/saml/sso',
  issuer: 'https://instantly.com/saml/metadata',
  cert: process.env.SAML_CERT,
  callbackUrl: 'https://app.yourcompany.com/auth/instantly/callback',
};

// Map IdP groups to Instantly roles
const groupRoleMapping: Record<string, InstantlyRole> = {
  'Engineering': InstantlyRole.Developer,
  'Platform-Admins': InstantlyRole.Admin,
  'Data-Team': InstantlyRole.Viewer,
};

OAuth2/OIDC Integration

import { OAuth2Client } from '@instantly/sdk';

const oauthClient = new OAuth2Client({
  clientId: process.env.INSTANTLY_OAUTH_CLIENT_ID!,
  clientSecret: process.env.INSTANTLY_OAUTH_CLIENT_SECRET!,
  redirectUri: 'https://app.yourcompany.com/auth/instantly/callback',
  scopes: ['read', 'write'],
});

Organization Management

interface InstantlyOrganization {
  id: string;
  name: string;
  ssoEnabled: boolean;
  enforceSso: boolean;
  allowedDomains: string[];
  defaultRole: InstantlyRole;
}

async function createOrganization(
  config: InstantlyOrganization
): Promise<void> {
  await instantlyClient.organizations.create({
    ...config,
    settings: {
      sso: {
        enabled: config.ssoEnabled,
        enforced: config.enforceSso,
        domains: config.allowedDomains,
      },
    },
  });
}

Access Control Middleware

function requireInstantlyPermission(
  requiredPermission: keyof InstantlyPermissions
) {
  return async (req: Request, res: Response, next: NextFunction) => {
    const user = req.user as { instantlyRole: InstantlyRole };

    if (!checkPermission(user.instantlyRole, requiredPermission)) {
      return res.status(403).json({
        error: 'Forbidden',
        message: `Missing permission: ${requiredPermission}`,
      });
    }

    next();
  };
}

// Usage
app.delete('/instantly/resource/:id',
  requireInstantlyPermission('delete'),
  deleteResourceHandler
);

Audit Trail

interface InstantlyAuditEntry {
  timestamp: Date;
  userId: string;
  role: InstantlyRole;
  action: string;
  resource: string;
  success: boolean;
  ipAddress: string;
}

async function logInstantlyAccess(entry: InstantlyAuditEntry): Promise<void> {
  await auditDb.insert(entry);

  // Alert on suspicious activity
  if (entry.action === 'delete' && !entry.success) {
    await alertOnSuspiciousActivity(entry);
  }
}

Instructions

Step 1: Define Roles

Map organizational roles to Instantly permissions.

Step 2: Configure SSO

Set up SAML or OIDC integration with your IdP.

Step 3: Implement Middleware

Add permission checks to API endpoints.

Step 4: Enable Audit Logging

Track all access for compliance.

Output

• Role definitions implemented
• SSO integration configured
• Permission middleware active
• Audit trail enabled

Error Handling

Issue	Cause	Solution
SSO login fails	Wrong callback URL	Verify IdP config
Permission denied	Missing role mapping	Update group mappings
Token expired	Short TTL	Refresh token logic
Audit gaps	Async logging failed	Check log pipeline

Examples

Quick Permission Check

if (!checkPermission(user.role, 'write')) {
  throw new ForbiddenError('Write permission required');
}

Resources

• Instantly Enterprise Guide
• SAML 2.0 Specification
• OpenID Connect Spec

Next Steps

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