Improve documentation about CREATEROLE privilege.

[postgresql] / doc / src / sgml / user-manag.sgml

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<chapter id="user-manag">
 <title>Database Roles and Privileges</title>

 <para>
  <productname>PostgreSQL</productname> manages database access permissions
  using the concept of <firstterm>roles</>.  A role can be thought of as
  either a database user, or a group of database users, depending on how
  the role is set up.  Roles can own database objects (for example,
  tables) and can assign privileges on those objects to other roles to
  control who has access to which objects.  Furthermore, it is possible
  to grant <firstterm>membership</> in a role to another role, thus
  allowing the member role use of privileges assigned to the role it is
  a member of.
 </para>

 <para>
  The concept of roles subsumes the concepts of <quote>users</> and
  <quote>groups</>.  In <productname>PostgreSQL</productname> versions
  before 8.1, users and groups were distinct kinds of entities, but now
  there are only roles.  Any role can act as a user, a group, or both.
 </para>

 <para>
  This chapter describes how to create and manage roles and introduces
  the privilege system.  More information about the various types of
  database objects and the effects of privileges can be found in
  <xref linkend="ddl">.
 </para>

 <sect1 id="database-roles">
  <title>Database Roles</title>

  <indexterm zone="database-roles">
   <primary>role</primary>
  </indexterm>

  <indexterm zone="database-roles">
   <primary>user</primary>
  </indexterm>

  <indexterm>
   <primary>CREATE ROLE</primary>
  </indexterm>

  <indexterm>
   <primary>DROP ROLE</primary>
  </indexterm>

  <para>
   Database roles are conceptually completely separate from
   operating system users. In practice it might be convenient to
   maintain a correspondence, but this is not required. Database roles
   are global across a database cluster installation (and not
   per individual database). To create a role use the <xref
   linkend="sql-createrole" endterm="sql-createrole-title"> SQL command:
<synopsis>
CREATE ROLE <replaceable>name</replaceable>;
</synopsis>
   <replaceable>name</replaceable> follows the rules for SQL
   identifiers: either unadorned without special characters, or
   double-quoted.  (In practice, you will usually want to add additional
   options, such as <literal>LOGIN</>, to the command.  More details appear
   below.)  To remove an existing role, use the analogous
   <xref linkend="sql-droprole" endterm="sql-droprole-title"> command:
<synopsis>
DROP ROLE <replaceable>name</replaceable>;
</synopsis>
  </para>

  <indexterm>
   <primary>createuser</primary>
  </indexterm>

  <indexterm>
   <primary>dropuser</primary>
  </indexterm>

  <para>
   For convenience, the programs <xref linkend="app-createuser">
   and <xref linkend="app-dropuser"> are provided as wrappers
   around these SQL commands that can be called from the shell command
   line:
<synopsis>
createuser <replaceable>name</replaceable>
dropuser <replaceable>name</replaceable>
</synopsis>
  </para>

  <para>
   To determine the set of existing roles, examine the <structname>pg_roles</>
   system catalog, for example
<synopsis>
SELECT rolname FROM pg_roles;
</synopsis>
   The <xref linkend="app-psql"> program's <literal>\du</> meta-command
   is also useful for listing the existing roles.
  </para>

  <para>
   In order to bootstrap the database system, a freshly initialized
   system always contains one predefined role. This role is always
   a <quote>superuser</>, and by default (unless altered when running
   <command>initdb</command>) it will have the same name as the
   operating system user that initialized the database
   cluster. Customarily, this role will be named
   <literal>postgres</literal>. In order to create more roles you
   first have to connect as this initial role.
  </para>

  <para>
   Every connection to the database server is made in the name of some
   particular role, and this role determines the initial access privileges for
   commands issued on that connection.
   The role name to use for a particular database
   connection is indicated by the client that is initiating the
   connection request in an application-specific fashion. For example,
   the <command>psql</command> program uses the
   <option>-U</option> command line option to indicate the role to
   connect as.  Many applications assume the name of the current
   operating system user by default (including
   <command>createuser</> and <command>psql</>).  Therefore it
   is often convenient to maintain a naming correspondence between
   roles and operating system users.
  </para>

  <para>
   The set of database roles a given client connection may connect as
   is determined by the client authentication setup, as explained in
   <xref linkend="client-authentication">. (Thus, a client is not
   necessarily limited to connect as the role with the same name as
   its operating system user, just as a person's login name 
   need not match her real name.)  Since the role
   identity determines the set of privileges available to a connected
   client, it is important to carefully configure this when setting up
   a multiuser environment.
  </para>
 </sect1>

 <sect1 id="role-attributes">
  <title>Role Attributes</title>

   <para>
    A database role may have a number of attributes that define its
    privileges and interact with the client authentication system.

    <variablelist>
     <varlistentry>
      <term>login privilege<indexterm><primary>login privilege</></></term>
      <listitem>
       <para>
        Only roles that have the <literal>LOGIN</> attribute can be used
        as the initial role name for a database connection.  A role with
        the <literal>LOGIN</> attribute can be considered the same thing
        as a <quote>database user</>.  To create a role with login privilege,
        use either
<programlisting>
CREATE ROLE <replaceable>name</replaceable> LOGIN;
CREATE USER <replaceable>name</replaceable>;
</programlisting>
        (<command>CREATE USER</> is equivalent to <command>CREATE ROLE</>
        except that <command>CREATE USER</> assumes <literal>LOGIN</> by
        default, while <command>CREATE ROLE</> does not.)
       </para>
      </listitem>
     </varlistentry>

     <varlistentry>
      <term>superuser status<indexterm><primary>superuser</></></term>
      <listitem>
       <para>
        A database superuser bypasses all permission checks.  This is a
        dangerous privilege and should not be used carelessly; it is best
        to do most of your work as a role that is not a superuser.
        To create a new database superuser, use <literal>CREATE ROLE
        <replaceable>name</replaceable> SUPERUSER</literal>.  You must do
        this as a role that is already a superuser.
       </para>
      </listitem>
     </varlistentry>

     <varlistentry>
      <term>database creation<indexterm><primary>database</><secondary>privilege to create</></></term>
      <listitem>
       <para>
        A role must be explicitly given permission to create databases
        (except for superusers, since those bypass all permission
        checks). To create such a role, use <literal>CREATE ROLE
        <replaceable>name</replaceable> CREATEDB</literal>.
       </para>
      </listitem>
     </varlistentry>

     <varlistentry>
      <term>role creation<indexterm><primary>role</><secondary>privilege to create</></></term>
      <listitem>
       <para>
        A role must be explicitly given permission to create more roles
        (except for superusers, since those bypass all permission
        checks). To create such a role, use <literal>CREATE ROLE
        <replaceable>name</replaceable> CREATEROLE</literal>.
        A role with <literal>CREATEROLE</> privilege can alter and drop
        other roles, too, as well as grant or revoke membership in them.
        However, to create, alter, drop, or change membership of a
        superuser role, superuser status is required;
        <literal>CREATEROLE</> is not sufficient for that.
       </para>
      </listitem>
     </varlistentry>

     <varlistentry>
      <term>password<indexterm><primary>password</></></term>
      <listitem>
       <para>
        A password is only significant if the client authentication
        method requires the user to supply a password when connecting
        to the database. The <option>password</>,
        <option>md5</>, and <option>crypt</> authentication methods
        make use of passwords. Database passwords are separate from
        operating system passwords. Specify a password upon role
        creation with <literal>CREATE ROLE
        <replaceable>name</replaceable> PASSWORD '<replaceable>string</>'</literal>. 
       </para>
      </listitem>
     </varlistentry>
    </variablelist>

    A role's attributes can be modified after creation with
    <command>ALTER ROLE</command>.<indexterm><primary>ALTER ROLE</></>
    See the reference pages for the <xref linkend="sql-createrole"
    endterm="sql-createrole-title"> and <xref linkend="sql-alterrole"
    endterm="sql-alterrole-title"> commands for details.
   </para>

  <tip>
   <para>
    It is good practice to create a role that has the <literal>CREATEDB</>
    and <literal>CREATEROLE</> privileges, but is not a superuser, and then
    use this role for all routine management of databases and roles.  This
    approach avoids the dangers of operating as a superuser for tasks that
    do not really require it.
   </para>
  </tip>

  <para>
   A role can also have role-specific defaults for many of the run-time
   configuration settings described in <xref
   linkend="runtime-config">.  For example, if for some reason you
   want to disable index scans (hint: not a good idea) anytime you
   connect, you can use
<programlisting>
ALTER ROLE myname SET enable_indexscan TO off;
</programlisting>
   This will save the setting (but not set it immediately).  In
   subsequent connections by this role it will appear as though
   <literal>SET enable_indexscan TO off;</literal> had been executed
   just before the session started.
   You can still alter this setting during the session; it will only
   be the default. To remove a role-specific default setting, use
   <literal>ALTER ROLE <replaceable>rolename</> RESET <replaceable>varname</>;</literal>.
   Note that role-specific defaults attached to roles without
   <literal>LOGIN</> privilege are fairly useless, since they will never
   be invoked.
  </para>
 </sect1>

 <sect1 id="role-membership">
  <title>Role Membership</title>

  <indexterm zone="role-membership">
   <primary>role</><secondary>membership in</>
  </indexterm>

  <para>
   It is frequently convenient to group users together to ease
   management of privileges: that way, privileges can be granted to, or
   revoked from, a group as a whole.  In <productname>PostgreSQL</productname>
   this is done by creating a role that represents the group, and then
   granting <firstterm>membership</> in the group role to individual user
   roles.
  </para>

  <para>
   To set up a group role, first create the role:
<synopsis>
CREATE ROLE <replaceable>name</replaceable>;
</synopsis>
   Typically a role being used as a group would not have the <literal>LOGIN</>
   attribute, though you can set it if you wish.
  </para>

  <para>
   Once the group role exists, you can add and remove members using the
   <xref linkend="sql-grant" endterm="sql-grant-title"> and
   <xref linkend="sql-revoke" endterm="sql-revoke-title"> commands:
<synopsis>
GRANT <replaceable>group_role</replaceable> TO <replaceable>role1</replaceable>, ... ;
REVOKE <replaceable>group_role</replaceable> FROM <replaceable>role1</replaceable>, ... ;
</synopsis>
   You can grant membership to other group roles, too (since there isn't
   really any distinction between group roles and non-group roles).  The
   only restriction is that you can't set up circular membership loops.
  </para>

  <para>
   The members of a role can use the privileges of the group role in two
   ways.  First, every member of a group can explicitly do
   <xref linkend="sql-set-role" endterm="sql-set-role-title"> to
   temporarily <quote>become</> the group role.  In this state, the
   database session has access to the privileges of the group role rather
   than the original login role, and any database objects created are
   considered owned by the group role not the login role.  Second, member
   roles that have the <literal>INHERIT</> attribute automatically have use of
   privileges of roles they are members of.  As an example, suppose we have
   done
<programlisting>
CREATE ROLE joe LOGIN INHERIT;
CREATE ROLE admin NOINHERIT;
CREATE ROLE wheel NOINHERIT;
GRANT admin TO joe;
GRANT wheel TO admin;
</programlisting>
   Immediately after connecting as role <literal>joe</>, a database
   session will have use of privileges granted directly to <literal>joe</>
   plus any privileges granted to <literal>admin</>, because <literal>joe</>
   <quote>inherits</> <literal>admin</>'s privileges.  However, privileges
   granted to <literal>wheel</> are not available, because even though
   <literal>joe</> is indirectly a member of <literal>wheel</>, the
   membership is via <literal>admin</> which has the <literal>NOINHERIT</>
   attribute.  After
<programlisting>
SET ROLE admin;
</programlisting>
   the session would have use of only those privileges granted to
   <literal>admin</>, and not those granted to <literal>joe</>.  After
<programlisting>
SET ROLE wheel;
</programlisting>
   the session would have use of only those privileges granted to
   <literal>wheel</>, and not those granted to either <literal>joe</>
   or <literal>admin</>.  The original privilege state can be restored
   with any of
<programlisting>
SET ROLE joe;
SET ROLE NONE;
RESET ROLE;
</programlisting>
  </para>

  <note>
   <para>
    The <command>SET ROLE</> command always allows selecting any role
    that the original login role is directly or indirectly a member of.
    Thus, in the above example, it is not necessary to become
    <literal>admin</> before becoming <literal>wheel</>.
   </para>
  </note>

  <note>
   <para>
    In the SQL standard, there is a clear distinction between users and roles,
    and users do not automatically inherit privileges while roles do.  This
    behavior can be obtained in <productname>PostgreSQL</productname> by giving
    roles being used as SQL roles the <literal>INHERIT</> attribute, while
    giving roles being used as SQL users the <literal>NOINHERIT</> attribute.
    However, <productname>PostgreSQL</productname> defaults to giving all roles
    the <literal>INHERIT</> attribute, for backwards compatibility with pre-8.1
    releases in which users always had use of permissions granted to groups
    they were members of.
   </para>
  </note>

  <para>
   To destroy a group role, use <xref
   linkend="sql-droprole" endterm="sql-droprole-title">:
<synopsis>
DROP ROLE <replaceable>name</replaceable>;
</synopsis>
   Any memberships in the group role are automatically revoked (but the
   member roles are not otherwise affected).  Note however that any objects
   owned by the group role must first be dropped or reassigned to other
   owners; and any permissions granted to the group role must be revoked.
  </para>
 </sect1>

 <sect1 id="privileges">
  <title>Privileges</title>

  <indexterm zone="privileges">
   <primary>privilege</primary>
  </indexterm>

  <indexterm zone="privileges">
   <primary>owner</primary>
  </indexterm>

  <indexterm zone="privileges">
   <primary>GRANT</primary>
  </indexterm>

  <indexterm zone="privileges">
   <primary>REVOKE</primary>
  </indexterm>

  <para>
   When an object is created, it is assigned an owner. The
   owner is normally the role that executed the creation statement.
   For most kinds of objects, the initial state is that only the owner
   (or a superuser) can do anything with the object. To allow
   other roles to use it, <firstterm>privileges</firstterm> must be
   granted.
   There are several different kinds of privilege: <literal>SELECT</>,
   <literal>INSERT</>, <literal>UPDATE</>, <literal>DELETE</>,
   <literal>RULE</>, <literal>REFERENCES</>, <literal>TRIGGER</>,
   <literal>CREATE</>, <literal>TEMPORARY</>, <literal>EXECUTE</>,
   and <literal>USAGE</>. For more
   information on the different types of privileges supported by
   <productname>PostgreSQL</productname>, see the
   <xref linkend="sql-grant" endterm="sql-grant-title"> reference page.
  </para>

  <para>
   To assign privileges, the <command>GRANT</command> command is
   used. So, if <literal>joe</literal> is an existing role, and
   <literal>accounts</literal> is an existing table, the privilege to
   update the table can be granted with
<programlisting>
GRANT UPDATE ON accounts TO joe;
</programlisting>
   The special name <literal>PUBLIC</literal> can
   be used to grant a privilege to every role on the system. Writing
   <literal>ALL</literal> in place of a specific privilege specifies that all
   privileges that apply to the object will be granted.
  </para>

  <para>
   To revoke a privilege, use the fittingly named
   <xref linkend="sql-revoke" endterm="sql-revoke-title"> command:
<programlisting>
REVOKE ALL ON accounts FROM PUBLIC;
</programlisting>
  </para>

  <para>
   The special privileges of an object's owner (i.e., the right to modify
   or destroy the object) are always implicit in being the owner,
   and cannot be granted or revoked.  But the owner can choose
   to revoke his own ordinary privileges, for example to make a
   table read-only for himself as well as others.
  </para>

  <para>
   An object can be assigned to a new owner with an <command>ALTER</command>
   command of the appropriate kind for the object.  Superusers can always do
   this; ordinary roles can only do it if they are both the current owner
   of the object (or a member of the owning role) and a member of the new
   owning role.
  </para>
 </sect1>

 <sect1 id="perm-functions">
  <title>Functions and Triggers</title>

  <para>
   Functions and triggers allow users to insert code into the backend
   server that other users may execute without knowing it. Hence, both
   mechanisms permit users to <quote>Trojan horse</quote>
   others with relative ease. The only real protection is tight
   control over who can define functions.
  </para>

  <para>
   Functions run inside the backend
   server process with the operating system permissions of the
   database server daemon.  If the programmming language
   used for the function allows unchecked memory accesses, it is
   possible to change the server's internal data structures.
   Hence, among many other things, such functions can circumvent any
   system access controls.  Function languages that allow such access
   are considered <quote>untrusted</>, and
   <productname>PostgreSQL</productname> allows only superusers to
   create functions written in those languages.
  </para>
 </sect1>

</chapter>