Objective 4.6: Given a Scenario, Implement and Maintain Identity and Access Management

Security+ (SY0-701)September 10, 2025

This comprehensive guide covers identity and access management (IAM) implementation and maintenance, including user provisioning, authentication methods, access controls, multifactor authentication, password management, and privileged access management essential for Security+ certification.

User Account Lifecycle Management

Provisioning User Accounts

User provisioning is the process of creating and setting up user accounts with appropriate access rights:

  • Account Creation: Establish new user accounts with unique identifiers
  • Role Assignment: Assign appropriate roles based on job function
  • Resource Allocation: Provision access to necessary systems and applications
  • Documentation: Maintain records of user access and permissions
  • Approval Workflow: Implement approval processes for account creation
  • Automated Provisioning: Use tools to streamline the provisioning process

De-provisioning User Accounts

De-provisioning ensures proper removal of access when users leave or change roles:

  • Immediate Disable: Disable accounts immediately upon termination
  • Access Revocation: Remove all system and application access
  • Data Transfer: Transfer ownership of critical data and resources
  • Account Deletion: Permanently delete accounts after retention period
  • Audit Trail: Maintain records of de-provisioning activities
  • Exit Interviews: Conduct security-focused exit interviews

Permission Assignments and Implications

Understanding the implications of permission assignments is crucial for security:

  • Principle of Least Privilege: Grant minimum necessary permissions
  • Separation of Duties: Prevent single users from having conflicting permissions
  • Permission Inheritance: Understand how permissions are inherited in hierarchies
  • Implicit Permissions: Consider permissions granted through group membership
  • Permission Auditing: Regularly review and validate user permissions
  • Risk Assessment: Evaluate security risks of permission assignments

Identity Proofing

Identity proofing verifies that users are who they claim to be:

  • Document Verification: Verify government-issued identification documents
  • Knowledge-based Authentication: Ask questions only the real person would know
  • Biometric Verification: Use fingerprints, facial recognition, or other biometrics
  • Credit Bureau Checks: Verify identity through credit reporting agencies
  • Social Media Analysis: Analyze social media presence for consistency
  • Video Verification: Conduct live video calls for identity verification

Federation

Federation enables secure sharing of identity information across different organizations:

  • Trust Relationships: Establish trust between identity providers and service providers
  • Identity Providers (IdP): Organizations that authenticate users
  • Service Providers (SP): Organizations that provide services to users
  • Federation Protocols: Use standardized protocols like SAML, OAuth, OpenID Connect
  • Attribute Exchange: Share user attributes between organizations
  • Trust Boundaries: Define and enforce trust boundaries

Single Sign-On (SSO)

Lightweight Directory Access Protocol (LDAP)

LDAP provides directory services for user authentication and authorization:

  • Directory Structure: Hierarchical organization of user and group information
  • Authentication: Bind operations for user authentication
  • Authorization: Group membership and attribute-based access control
  • LDAP over SSL/TLS: Secure LDAP communications
  • Active Directory: Microsoft's implementation of LDAP
  • OpenLDAP: Open-source LDAP implementation

Open Authorization (OAuth)

OAuth enables secure authorization for third-party applications:

  • OAuth 2.0: Current standard for authorization delegation
  • Authorization Server: Issues access tokens after user consent
  • Resource Server: Hosts protected resources
  • Client Application: Requests access to protected resources
  • Access Tokens: Bearer tokens for API access
  • Refresh Tokens: Long-lived tokens for obtaining new access tokens

Security Assertions Markup Language (SAML)

SAML provides XML-based authentication and authorization data exchange:

  • SAML Assertions: XML documents containing authentication and authorization information
  • Identity Provider (IdP): Authenticates users and issues SAML assertions
  • Service Provider (SP): Consumes SAML assertions for access decisions
  • SAML Bindings: HTTP POST, HTTP Redirect, SOAP bindings
  • Digital Signatures: Cryptographic signing of SAML assertions
  • SAML Metadata: XML documents describing SAML entities

Interoperability

Interoperability ensures IAM systems work together effectively:

  • Standards Compliance: Adhere to industry standards (SAML, OAuth, OpenID Connect)
  • Protocol Support: Support multiple authentication and authorization protocols
  • API Integration: Provide APIs for system integration
  • Data Format Compatibility: Support common data formats (JSON, XML)
  • Cross-platform Support: Work across different operating systems and platforms
  • Vendor Neutrality: Avoid vendor lock-in through open standards

Attestation

Attestation provides verification of system and user compliance:

  • Compliance Attestation: Verify adherence to security policies and regulations
  • Access Review: Regular review and certification of user access
  • System Attestation: Verify system configuration and security posture
  • Audit Trails: Maintain comprehensive logs of attestation activities
  • Remediation: Address identified compliance issues
  • Reporting: Generate attestation reports for stakeholders

Access Controls

Mandatory Access Control (MAC)

MAC enforces system-wide security policies that cannot be overridden by users:

  • Security Labels: Assign security classifications to subjects and objects
  • Bell-LaPadula Model: No read up, no write down
  • Biba Model: No read down, no write up
  • System Enforcement: Operating system enforces access decisions
  • Government/Military Use: Common in high-security environments
  • SELinux: Linux implementation of MAC

Discretionary Access Control (DAC)

DAC allows resource owners to control access to their resources:

  • Owner Control: Resource owners determine access permissions
  • Access Control Lists (ACLs): Lists of users and their permissions
  • User Discretion: Users can grant or revoke access
  • Flexibility: Easy to implement and manage
  • Security Risk: Potential for privilege escalation
  • Common Implementation: Standard file system permissions

Role-Based Access Control (RBAC)

RBAC assigns permissions based on user roles within the organization:

  • Role Definition: Define roles based on job functions
  • Permission Assignment: Assign permissions to roles, not individual users
  • User-Role Assignment: Assign users to appropriate roles
  • Hierarchical Roles: Support role inheritance and hierarchies
  • Separation of Duties: Prevent conflicting permissions within roles
  • Scalability: Easily manage large numbers of users

Rule-Based Access Control

Rule-based access control uses predefined rules to make access decisions:

  • Conditional Rules: Access based on specific conditions
  • Time-based Rules: Access allowed only during certain times
  • Location-based Rules: Access based on user location
  • Device-based Rules: Access based on device characteristics
  • Context-aware Rules: Consider multiple factors for access decisions
  • Dynamic Enforcement: Rules evaluated in real-time

Attribute-Based Access Control (ABAC)

ABAC makes access decisions based on attributes of subjects, objects, and environment:

  • Subject Attributes: User characteristics (role, department, clearance level)
  • Object Attributes: Resource characteristics (classification, owner, sensitivity)
  • Environment Attributes: Context (time, location, network, device)
  • Policy Engine: Centralized policy evaluation
  • Fine-grained Control: Highly granular access decisions
  • XACML: eXtensible Access Control Markup Language standard

Time-of-Day Restrictions

Time-based access controls limit access to specific time periods:

  • Business Hours: Restrict access to normal business hours
  • Maintenance Windows: Allow access during scheduled maintenance
  • Emergency Access: Provide after-hours access for emergencies
  • Time Zone Considerations: Account for different time zones
  • Holiday Schedules: Adjust access for holidays and special events
  • Session Timeouts: Automatically terminate inactive sessions

Least Privilege

Least privilege ensures users have only the minimum access necessary:

  • Minimal Permissions: Grant only required permissions
  • Regular Reviews: Periodically review and reduce permissions
  • Just-in-Time Access: Provide temporary access when needed
  • Privilege Escalation: Temporary elevation for specific tasks
  • Default Deny: Deny access by default, grant explicitly
  • Segregation of Duties: Prevent single users from having excessive privileges

Multifactor Authentication (MFA)

Authentication Factors

Something You Know

  • Passwords: Traditional text-based passwords
  • PINs: Numeric personal identification numbers
  • Passphrases: Longer, more secure text-based authentication
  • Security Questions: Personal questions for account recovery
  • Patterns: Visual or gesture-based patterns

Something You Have

  • Hardware Tokens: Physical devices that generate codes
  • Smart Cards: Chip-based authentication cards
  • Mobile Devices: Smartphones for SMS or app-based authentication
  • USB Security Keys: FIDO2/WebAuthn compatible devices
  • Software Tokens: Applications that generate time-based codes

Something You Are

  • Fingerprint Recognition: Unique fingerprint patterns
  • Facial Recognition: Biometric facial analysis
  • Iris Scanning: Unique iris pattern recognition
  • Voice Recognition: Voice pattern authentication
  • Retina Scanning: Blood vessel pattern in the eye
  • Palm Print: Unique palm print characteristics

Somewhere You Are

  • Geolocation: GPS-based location verification
  • IP Address: Network location verification
  • WiFi Networks: Known network verification
  • Cell Tower Triangulation: Mobile network location
  • Geofencing: Virtual geographic boundaries

MFA Implementations

Biometrics

  • Accuracy Requirements: Balance false acceptance and false rejection rates
  • Template Storage: Secure storage of biometric templates
  • Liveness Detection: Prevent spoofing with fake biometrics
  • Privacy Considerations: Protect biometric data privacy
  • Fallback Methods: Alternative authentication when biometrics fail
  • Multi-modal Biometrics: Combine multiple biometric factors

Hard/Soft Authentication Tokens

  • Hardware Tokens: Physical devices (RSA SecurID, YubiKey)
  • Software Tokens: Mobile apps (Google Authenticator, Microsoft Authenticator)
  • Time-based Codes: TOTP (Time-based One-Time Password)
  • Counter-based Codes: HOTP (HMAC-based One-Time Password)
  • Push Notifications: Server-initiated authentication requests
  • QR Code Generation: Easy token setup via QR codes

Security Keys

  • FIDO2/WebAuthn: Modern web authentication standard
  • USB-A/USB-C: Physical connection to devices
  • NFC Support: Near-field communication for mobile devices
  • Bluetooth: Wireless connection to mobile devices
  • Phishing Resistance: Built-in protection against phishing attacks
  • Passwordless Authentication: Eliminate need for passwords

Password Management

Password Best Practices

Length

  • Minimum Length: At least 12-16 characters
  • Maximum Length: Reasonable limits to prevent DoS attacks
  • Variable Length: Allow different lengths for different systems
  • Entropy Considerations: Longer passwords provide more security

Complexity

  • Character Variety: Mix uppercase, lowercase, numbers, symbols
  • Avoid Patterns: Prevent common patterns and sequences
  • Dictionary Words: Avoid common dictionary words
  • Personal Information: Prohibit use of personal information
  • Keyboard Patterns: Avoid common keyboard patterns

Reuse

  • Password History: Prevent reuse of recent passwords
  • Cross-System Reuse: Discourage reuse across different systems
  • Account Compromise: Change passwords after security incidents
  • Unique Passwords: Encourage unique passwords for each account

Expiration

  • Regular Rotation: Change passwords at regular intervals
  • Risk-based Expiration: Shorter expiration for high-risk accounts
  • Event-based Expiration: Change passwords after security events
  • Grace Periods: Allow time for password changes

Age

  • Maximum Age: Set maximum password age limits
  • Minimum Age: Prevent immediate password changes
  • Account Age: Consider account creation date
  • Last Change Tracking: Monitor when passwords were last changed

Password Managers

Password managers help users create and manage strong, unique passwords:

  • Password Generation: Create strong, random passwords
  • Secure Storage: Encrypted storage of passwords
  • Auto-fill: Automatically fill login forms
  • Cross-device Sync: Synchronize passwords across devices
  • Breach Monitoring: Alert users to compromised passwords
  • Sharing Features: Securely share passwords with team members

Passwordless Authentication

Passwordless authentication eliminates the need for traditional passwords:

  • Biometric Authentication: Use fingerprints, facial recognition, etc.
  • Security Keys: FIDO2/WebAuthn compatible devices
  • Mobile Authentication: SMS or app-based authentication
  • Magic Links: Email-based authentication links
  • Certificate-based: Digital certificates for authentication
  • Risk Assessment: Consider security implications of passwordless methods

Privileged Access Management (PAM)

Just-in-Time Permissions

Just-in-time (JIT) access provides temporary elevated permissions when needed:

  • Temporary Elevation: Grant elevated permissions for specific time periods
  • Approval Workflows: Require approval before granting access
  • Automatic Revocation: Automatically remove permissions after time expires
  • Session Recording: Record privileged sessions for audit
  • Risk Assessment: Evaluate risk before granting access
  • Emergency Access: Provide emergency access procedures

Password Vaulting

Password vaulting securely stores and manages privileged account passwords:

  • Centralized Storage: Store all privileged passwords in one location
  • Encryption: Strong encryption for stored passwords
  • Access Control: Strict controls on who can access passwords
  • Password Rotation: Automatically rotate passwords regularly
  • Audit Logging: Log all password access and usage
  • High Availability: Ensure vault is always available

Ephemeral Credentials

Ephemeral credentials are temporary credentials that expire quickly:

  • Short Lifespan: Credentials expire within minutes or hours
  • Dynamic Generation: Generate credentials on-demand
  • Single Use: Credentials can only be used once
  • Scope Limitation: Limited to specific resources or actions
  • Automatic Cleanup: Automatically revoke expired credentials
  • Zero Standing Privileges: No permanent elevated access

Implementation Best Practices

Identity Lifecycle Management

  • Automated Provisioning: Automate user account creation and management
  • Role-based Provisioning: Provision access based on user roles
  • Regular Reviews: Periodically review and update user access
  • Offboarding Process: Comprehensive process for user departure
  • Audit Trails: Maintain detailed logs of all identity activities

Authentication Security

  • Multi-factor Authentication: Implement MFA for all privileged accounts
  • Strong Password Policies: Enforce strong password requirements
  • Account Lockout: Implement account lockout after failed attempts
  • Session Management: Proper session timeout and management
  • Risk-based Authentication: Adjust authentication based on risk factors

Access Control Implementation

  • Principle of Least Privilege: Grant minimum necessary access
  • Separation of Duties: Prevent conflicts of interest
  • Regular Access Reviews: Periodically review and validate access
  • Privileged Access Management: Special controls for privileged accounts
  • Monitoring and Alerting: Monitor for unusual access patterns

Common Scenarios and Solutions

Scenario 1: New Employee Onboarding

Challenge: Provision access for a new employee with appropriate permissions.

Solution:

  • Create user account with unique identifier
  • Assign role based on job function
  • Provision access to required systems and applications
  • Set up MFA for the new account
  • Provide security training and password manager
  • Schedule access review after probationary period

Scenario 2: Employee Departure

Challenge: Properly de-provision access when an employee leaves.

Solution:

  • Immediately disable all user accounts
  • Revoke access to all systems and applications
  • Transfer ownership of critical data and resources
  • Collect and secure company devices
  • Conduct exit interview focusing on security
  • Schedule account deletion after retention period

Scenario 3: Privileged Access Management

Challenge: Secure access to administrative accounts and systems.

Solution:

  • Implement password vaulting for all privileged accounts
  • Use just-in-time access for temporary elevated permissions
  • Require MFA for all privileged access
  • Record all privileged sessions for audit
  • Implement ephemeral credentials where possible
  • Regular review of privileged access assignments

Key Takeaways for Security+ Exam

  • Understand the complete user account lifecycle from provisioning to de-provisioning
  • Know the different types of access control models and their characteristics
  • Comprehend the various authentication factors and MFA implementations
  • Understand federation protocols like SAML, OAuth, and LDAP
  • Know password best practices and passwordless authentication methods
  • Understand privileged access management and its components
  • Know how to implement and maintain identity and access management systems
  • Understand the importance of regular access reviews and attestation