IAM, Identity Access, and Organizations¶
Overview¶
Design least-privilege access on AWS using Identity and Access Management (IAM) principals, roles, policies, multi-factor authentication (MFA), Security Token Service (STS), cross-account patterns, IAM Identity Center, and AWS Organizations.
Every API call is authorised by identity + policy evaluation. Misconfigured IAM is the most common cause of both outages (“AccessDenied”) and breaches (over-privileged keys). This module teaches the production model: humans use federated SSO; workloads assume roles; long-lived access keys are rare and rotated.
Cost and safety
IAM itself is free, but a compromised credential is not. Do not create access keys for the root user. Prefer roles and Identity Center. Tear down lab users/roles when finished.
This is a core tutorial in Module 2 · Identity & Access Management of the REBASH Academy AWS for Cloud & DevOps Engineers series — written for Cloud, DevOps, Platform, and SRE engineers.
Prerequisites¶
- AWS Fundamentals and Global Infrastructure
- Comfortable with JSON and the AWS CLI
Learning Objectives¶
By the end of this tutorial, you will be able to:
- Distinguish users, groups, roles, and identity- vs resource-based policies
- Explain MFA, STS temporary credentials, and role assumption
- Sketch cross-account access with a trust policy
- Place IAM Identity Center and Organizations (OUs, SCPs, billing) in a multi-account design
- Write and evaluate a simple least-privilege identity-based policy
Architecture¶
This topic’s control points and relationships are shown below.
Theory¶
What it is¶
AWS Identity and Access Management (IAM) is the global control plane for authentication and authorisation in an AWS account. Every Application Programming Interface (API) call is evaluated as who is calling plus what policies allow or deny. Humans, workloads, and services all become principals that must prove identity before any create, read, update, or delete succeeds.
Why it matters¶
Misconfigured IAM causes both outages (AccessDenied) and breaches (over-privileged keys). Production pipelines deploy with roles — GitHub Actions OpenID Connect (OIDC), GitLab, CodeBuild — not shared IAM users. Platform landing zones separate prod/non-prod, deny risky actions with Service Control Policies (SCPs), and assign IAM Identity Center permission sets. SRE and DevSecOps need least privilege, multi-factor authentication (MFA) on break-glass paths, and CloudTrail attribution. Cross-account roles replace long-term keys shared across accounts.
How it works¶
- Authenticate — IAM user, role session, or federated identity.
- Authorise — identity + resource policies, SCPs, boundaries, session policies; explicit Deny wins.
- Assume a role — trust policy allows the caller; Security Token Service (STS) returns short-lived credentials.
- Cross-account — role in B trusts A; A calls
sts:AssumeRole. - Organisations — member accounts under OUs; Identity Center maps permission sets.
Human → Identity Center / IdP → Permission set → Role → APIs
Workload → Instance role or OIDC → AssumeRoleWithWebIdentity → APIs
Concept deep dive¶
- IAM — Account-wide identity service (global, not Regional). Defines principals, credentials, and policy evaluation for AWS APIs. Prefer roles and federation over long-lived access keys.
- Users — Long-lived identities with passwords and optional access keys. Rare break-glass or legacy only; workforce access should use Identity Center. Never create access keys for the root user.
- Groups — Collections of users sharing permission sets. Attach policies to groups, not one-off to every user, so joiner/mover/leaver changes stay maintainable.
- Roles — Assumable identities with temporary credentials. Workloads (EC2, Lambda, ECS) and humans (SSO or
AssumeRole) should use roles. Separate trust policy (who may assume) from permissions policy (what they may do). - Policies — JSON with
Effect,Action,Resource, and optionalCondition. Identity-based policies attach to users, groups, or roles. Resource-based policies attach to resources (bucket, queue, role trust). Permission boundaries set a maximum ceiling without granting rights. - MFA — Second factor for console sign-in and sensitive APIs. Enforce for human privilege escalation and root; use conditions such as
aws:MultiFactorAuthPresentwhere appropriate. - STS — Issues temporary credentials (
AssumeRole,AssumeRoleWithWebIdentity, federation). Short sessions limit blast radius versus permanent access keys. - Cross-account access — Do not share user passwords across accounts. Account B defines a role trusting A; A calls
sts:AssumeRole. Use an external ID for third parties; scope the role policy tightly. - IAM Identity Center — Workforce SSO hub. Users authenticate to an IdP; permission sets map to roles across accounts. Production pattern for human access instead of per-account IAM users.
- Organizations — Multi-account hierarchy (management + members). OUs group accounts (for example
Security,Workloads/Prod). SCPs are organisation-level ceilings — they never grant by themselves. Consolidated billing rolls charges to the payer while isolation stays per account.
Key concepts and comparisons¶
| Concept | Production guidance |
|---|---|
| Least privilege | Deny by default; justify each action and resource |
| Root user | MFA on; no access keys; break-glass only |
| Trust vs permissions | Trust = who may assume; permissions = what they may do |
| Identity vs resource policy | Who holds rights vs what the resource allows |
| Permission boundary / SCP | Ceiling only — does not grant access |
| Identity Center | Workforce SSO + permission sets across accounts |
| Cross-account | Role assumption via STS, not shared long-term keys |
Common pitfalls¶
- Leaving
AdministratorAccessattached after a firefight - Confusing a trust policy with a permissions policy
- Wildcard
Resourceon destructive APIs without conditions - IAM users with access keys for CI instead of OIDC roles
- Expecting SCPs or permission boundaries to grant access
- Skipping MFA on privileged human paths and the root user
Hands-on Lab¶
Create a workspace for this tutorial.
Focus: inspect caller identity and IAM (read-only)
Step 1 – Identity inventory¶
aws sts get-caller-identity
aws iam list-account-aliases --output text || true
aws iam get-user --output json 2>/dev/null | head -c 400 || echo "likely using a role — expected with SSO"
Step 2 – Least-privilege checklist¶
cat > iam-checklist.md << 'EOF'
- Prefer roles + STS / OIDC over access keys
- SCPs for organisation guardrails
- MFA on humans; separate break-glass
EOF
Final step – Cleanup note¶
# COST WARNING: prefer describe/list APIs. Destroy anything you create.
# Keep ~/rebash-aws/ for later tutorials
# No IAM users/keys created
Validation¶
- Lab commands run under
~/rebash-aws/module-02/ - You can explain each Theory section in your own words
- You used modern tooling where it applies to this topic
- You can describe one production failure mode for this topic
Code Walkthrough¶
Production practice for IAM, Identity Access, and Organizations always combines:
- Inspect before you change (status, plan, logs, dry-run)
- Prefer reversible, documented changes (Git, IaC, drop-ins, version pins)
- Capture evidence (command output, pipeline logs) for handovers
- Prefer current tools and APIs over legacy shortcuts
- Least privilege — escalate credentials only when required
Keep runbooks short enough to follow under pressure. Automate checks; keep humans for judgement.
Security Considerations¶
- Treat credentials and tokens for aws as privileged — never commit them
- Prefer short-lived auth (OIDC, roles, SSO) over long-lived keys
- Validate blast radius before apply/deploy/delete operations
- Restrict who can approve production changes
- Collect audit logs; limit who can read sensitive traces
Common Mistakes¶
Leaving AdministratorAccess attached after a firefight
Validate assumptions against the Theory section and official docs before changing production.
Confusing a trust policy with a permissions policy
Lab shortcuts (open security groups, admin roles, skip approvals) must not ship unchanged.
Changing production without a rollback path
Always know how to revert (previous artefact, prior release, state rollback, DNS failback).
Best Practices¶
- Encode IAM, Identity Access, and Organizations changes as code and review them in pull requests
- Pin versions (images, modules, actions, provider plugins)
- Separate environments with clear promotion gates
- Alert on symptoms with runbooks attached
- Destroy lab resources; tag everything with owner and expiry where possible
Troubleshooting¶
| Symptom | Likely cause | Fix |
|---|---|---|
| Auth / permission denied | Wrong identity, policy, or scope | Check caller identity, roles, and least-privilege policies |
| Timeout / no route | Network, DNS, security group, or endpoint | Trace path, DNS, and allow-lists before retrying |
| Drift / unexpected plan | Manual change or wrong state/workspace | Reconcile desired vs actual; avoid click-ops on managed resources |
| Pipeline/job red | Flaky step, cache, or missing secret | Read failing step logs; bisect recent workflow/config changes |
| Cost spike | Idle load balancer, NAT, oversized compute | Inventory billable resources; stop/delete labs promptly |
Summary¶
IAM, Identity Access, and Organizations is essential for Cloud and DevOps engineers working with aws. Practise the lab until the inspection and change path is muscle memory, then continue the track.
Interview Questions¶
- User versus role versus group versus policy?
- Access denied on a describe call — how do you diagnose?
- Why are long-lived access keys discouraged?
- What are SCPs for in AWS Organizations?
- How does IAM Access Analyzer help?
Sample answer — question 2
Decode the ARN from STS, check applicable policies/SCPs, and confirm the action/resource in the error.
Sample answer — question 4
Use roles with MFA/SSO, least privilege, and rotate/delete unused keys immediately.