Profiles & schemas

Profiles are the key abstraction in pgroles for managing privileges at scale. Instead of writing grants for every role-schema combination, define a profile once and bind it to multiple schemas.

Defining profiles

A profile is a reusable template that defines what grants and default privileges a role should have on a schema:

profiles:
  editor:
    grants:
      - privileges: [USAGE]
        object: { type: schema }
      - privileges: [SELECT, INSERT, UPDATE, DELETE]
        object: { type: table, name: "*" }
      - privileges: [USAGE, SELECT, UPDATE]
        object: { type: sequence, name: "*" }
    default_privileges:
      - privileges: [SELECT, INSERT, UPDATE, DELETE]
        on_type: table
      - privileges: [USAGE, SELECT, UPDATE]
        on_type: sequence

  viewer:
    grants:
      - privileges: [USAGE]
        object: { type: schema }
      - privileges: [SELECT]
        object: { type: table, name: "*" }
    default_privileges:
      - privileges: [SELECT]
        on_type: table

Note that the schema name is not specified in profile grants -- it gets filled in during expansion.

Common application bundles

For application writer roles, table privileges rarely stand alone. If the application inserts into identity or serial-backed tables, it usually also needs sequence privileges. If the schema has trigger-driven routines, it often needs EXECUTE on functions too.

This is a good default bundle for an application writer profile:

profiles:
  app_writer:
    grants:
      - privileges: [USAGE]
        object: { type: schema }
      - privileges: [SELECT, INSERT, UPDATE, DELETE, REFERENCES, TRIGGER]
        object: { type: table, name: "*" }
      - privileges: [USAGE, SELECT, UPDATE]
        object: { type: sequence, name: "*" }
      - privileges: [EXECUTE]
        object: { type: function, name: "*" }
    default_privileges:
      - privileges: [SELECT, INSERT, UPDATE, DELETE, REFERENCES, TRIGGER]
        on_type: table
      - privileges: [USAGE, SELECT, UPDATE]
        on_type: sequence
      - privileges: [EXECUTE]
        on_type: function

Use a narrower profile if you know the role does not need writes, sequence access, or function execution. The important point is to make the bundle explicit instead of granting tables and forgetting the related object types.

Binding profiles to schemas

The schemas section binds profiles to schemas:

schemas:
  - name: inventory
    profiles: [editor, viewer]
  - name: catalog
    profiles: [viewer]

What gets generated

Each schema x profile combination produces:

1. A role named {schema}-{profile} (e.g. inventory-editor, catalog-viewer)
2. Grants from the profile, scoped to the schema
3. Default privileges from the profile, scoped to the schema

The example above generates four roles: inventory-editor, inventory-viewer, catalog-viewer, plus all their associated grants and default privileges.

Custom role naming

Override the default {schema}-{profile} pattern per-schema:

schemas:
  - name: legacy_data
    profiles: [viewer]
    role_pattern: "legacy-{profile}"

This produces legacy-viewer instead of legacy_data-viewer.

The pattern must contain {profile}. The {schema} placeholder is optional.

Generated role attributes

Profiles can specify login and inherit attributes that apply to generated roles:

profiles:
  service:
    login: true
    inherit: false
    grants:
      - privileges: [USAGE]
        object: { type: schema }

By default, profile-generated roles have login: false (NOLOGIN) and inherit: true (INHERIT).

This is especially useful for IAM-style patterns where a generated role should not be directly usable as a login role, or where you want generated roles to stay NOINHERIT until explicitly assumed.

Owner overrides

Each schema binding can override the default_owner for its default privileges and, when declared, the schema owner itself:

default_owner: app_owner

schemas:
  - name: inventory
    profiles: [editor]
  - name: legacy
    profiles: [editor]
    owner: legacy_admin

Here, inventory's default privileges use app_owner, while legacy's use legacy_admin. If those schemas are managed by pgroles, the same owner resolution is used for CREATE SCHEMA and ALTER SCHEMA ... OWNER TO ....

Combining profiles with one-off definitions

Profile-generated roles and one-off roles coexist in the same manifest. You can then reference profile-generated roles in memberships:

profiles:
  editor:
    grants:
      - privileges: [USAGE]
        object: { type: schema }
      - privileges: [SELECT, INSERT, UPDATE, DELETE]
        object: { type: table, name: "*" }

schemas:
  - name: inventory
    profiles: [editor]

roles:
  - name: app-service
    login: true

memberships:
  - role: inventory-editor
    members:
      - name: app-service