---
name: instantly-enterprise-rbac-0c9728e19379
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 <jeremy@intentsolutions.io>
---

# 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

```typescript
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, write: true, delete: false, admin: false },
};

function checkPermission(
  role: InstantlyRole,
  action: keyof InstantlyPermissions
): boolean {
  return ROLE_PERMISSIONS[role][action];
}
```

## SSO Integration

### SAML Configuration

```typescript
// 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

```typescript
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

```typescript
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

```typescript
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

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

## Resources
- [Instantly Enterprise Guide](https://docs.instantly.com/enterprise)
- [SAML 2.0 Specification](https://wiki.oasis-open.org/security/FrontPage)
- [OpenID Connect Spec](https://openid.net/specs/openid-connect-core-1_0.html)

## Next Steps
For major migrations, see `instantly-migration-deep-dive`.

---
Source attribution: HelixDevelopment
Original project: https://github.com/HelixDevelopment/HelixAgent/blob/2fca246d93eb2b643eb88fb2a91a1d3b0071ae02/skills/plugins/saas-packs/instantly-pack/instantly-enterprise-rbac/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Copyright (c) 2025-2026 Milos Vasic

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: HelixDevelopment
Original project: https://github.com/HelixDevelopment/HelixAgent/blob/2fca246d93eb2b643eb88fb2a91a1d3b0071ae02/skills/plugins/saas-packs/instantly-pack/instantly-enterprise-rbac/SKILL.md
Attribution basis: Source repository record

Fields of work: Development & Engineering, Operations, Product Management
Roles: Backend Developer, DevOps / SRE, IT Operations, Product Manager, Security Engineer
Specialties: API, Backend
Tools: Instantly
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 9192b22c4ea0f2996f6c0179268a3e112d9bb5449c4f11f64ff4312dbd9c6ebe