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This rewrite follows the principles of https://diataxis.fr/ Co-authored-by: Erik Michelson <github@erik.michelson.eu> Signed-off-by: Philip Molares <philip.molares@udo.edu> Signed-off-by: Erik Michelson <github@erik.michelson.eu>
99 lines
4.3 KiB
Markdown
99 lines
4.3 KiB
Markdown
# User Profiles and Authentication
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!!! info "Design Document"
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This is a design document, explaining the design and vision for a HedgeDoc 2
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feature. It is not a user guide and may or may not be fully implemented.
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Each user in HedgeDoc 2 has a profile
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which contains the following information:
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- username (`janedoe`)
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- display name (`Jane Doe`)
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- email address, optional (`janedoe@example.com`)
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- profile picture, optional
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- the date the user was created
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- the date the profile was last updated
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HedgeDoc 2 supports multiple authentication methods per user.
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These are called *identities* and each identity is backed by an
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auth provider (like OAuth, SAML, LDAP or internal auth).
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One of a users identities may be marked as *sync source*.
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This identity is used to automatically update profile attributes like the
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display name or profile picture on every login. If a sync source exists, the
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user can not manually edit their profile information.
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If an external provider was used to create the account,
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it is automatically used as sync source.
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The administrator may globally set one or more auth providers as sync source,
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e.g. to enforce that all profile information comes from the corporate
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LDAP and is the same across multiple applications.
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If global sync sources exist, new accounts can only be created using
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these auth providers. The auth provider that was used to create the account
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is automatically set as sync source and cannot be changed by the user.
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This effectively pins the account to this provider.
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## Example: Corporate LDAP
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The administrator wants to allow users to log in via the corporate LDAP
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and Google. Login must only be possible for users present in LDAP and
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all users must be displayed as they are in the LDAP.
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The admin therefore sets up two login providers:
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- corporate LDAP, marked as global sync source
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- Google OAuth login
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If a new user tries to log in via Google, they will not be found in the
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database. The frontend detects that a global sync source exists and
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suggests logging in via LDAP first.
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After a new user created their account by logging in via LDAP, they can use
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the 'add a new login method' feature in their profile page to link their
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Google account and use it to login afterwards.
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## Example: Username Conflict
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HedgeDoc is configured with two auth providers.
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- A user logs in using auth provider A.
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- The backend receives the profile information from provider A and notices that the username
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in the profile already exists in the database, but no identity for this provider-username
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combination exists.
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- The backend creates a new user with another username to solve the username conflict.
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- The frontend warns the user that the username provided by the auth provider is already taken
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and that another username has been generated. It also offers to instead link the new auth provider
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(in this case A) with the existing auth provider (in this case B).
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- If the user chooses the latter option, the frontend sends a request to delete the newly created
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user to the backend.
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- The user can then log in with auth provider B and link provider A using the "link auth provider"
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feature in the profile page.
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### Handling of sync sources and username conflicts
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#### Global sync sources
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If at the time of logging in with auth provider A, *only* A is configured as a *global* sync source,
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the backend cannot automatically create a user with another username.
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This is because:
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- Creating new accounts is only possible with a sync source auth provider.
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- Setting an auth provider as sync-source entails that profile information the auth provider
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provides must be saved into the local HedgeDoc database.
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- As the username the auth provider provides already exists in the database, a new user cannot
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be created with that username.
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In this case, the frontend should show the use a notice that they should contact an admin
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to resolve the issue.
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!!! warning
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Admins must ensure that usernames are unique across all auth providers set as a global sync
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source. Otherwise, if e.g. in both LDAPs configured as sync source a user `johndoe` exists,
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only the first that logs in can use HedgeDoc.
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#### Local sync sources
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If auth provider A is configured as a sync source by the user, syncing is automatically disabled,
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and a notice is shown. Re-enabling the sync source is not possible until the username conflict is
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resolved, e.g. by changing the username in the auth provider.
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