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How to effectively use .NET Core Identity with custom claims and roles?
User Avatar DevMaster_1985
Reputation: 1250
Posted by DevMaster_1985 Oct 26, 2023, 10:15 AM

Hi everyone,

I'm working on a new ASP.NET Core application and need to implement a more granular authorization system. I've successfully integrated .NET Core Identity for user management, but I'm struggling with how to best manage custom claims and roles that go beyond the standard ones.

Specifically, I want to:

  • Add custom claims like "Department" and "ProjectAccessLevel" to users.
  • Create custom roles that might combine specific permissions (e.g., "ProjectManager_ProjectA").
  • Efficiently check for these custom claims and roles in my controllers and Razor Pages.

I've looked into AddClaimsAsync and creating custom role types, but I'm not sure about the best practices for storing and querying this data, especially for performance.

Any guidance, code examples, or links to good resources would be greatly appreciated!

Thanks in advance!

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User Avatar CodeNinja_007
Reputation: 980
Posted by CodeNinja_007 Oct 26, 2023, 11:05 AM

Hey DevMaster_1985,

This is a common requirement. For custom claims, the standard approach is to use the UserManager.AddClaimAsync(user, claim) method. You can then retrieve these claims using UserManager.GetClaimsAsync(user).

For custom roles, you can extend the default IdentityRole by creating your own class, for example, ApplicationRole, and adding properties like Description or Permissions. However, managing complex role-based permissions often involves a combination of roles and claims. A common pattern is to have roles represent broad categories (like "Admin", "Editor") and then use custom claims for more specific granular permissions (like "CanEditProject:123").

Here's a quick example of adding a custom claim:


var user = await _userManager.FindByNameAsync("someuser");
if (user != null)
{
    var departmentClaim = new Claim(ClaimTypes.GivenName, "Engineering"); // Or use a custom claim type
    await _userManager.AddClaimAsync(user, departmentClaim);
}
                        

And checking for a claim:


var userClaims = await _userManager.GetClaimsAsync(user);
bool hasAccess = userClaims.Any(c => c.Type == "ProjectAccessLevel" && c.Value == "High");
                        

For performance, ensure you're not fetching claims unnecessarily. Fetch them when needed and cache them if appropriate. For complex role/permission structures, consider using a library like AspNetCore.Identity.Claims or building a custom authorization policy that evaluates multiple claims.

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User Avatar AzureGuru
Reputation: 1500
Posted by AzureGuru Oct 26, 2023, 11:35 AM

Building on CodeNinja's points:

Customizing Roles: If you need to store additional metadata with roles (e.g., a description or specific access flags), inherit from IdentityRole.


public class ApplicationRole : IdentityRole
{
    public string Description { get; set; }
}
                        

Remember to configure your DbContext to use this custom role type:


services.AddIdentity<ApplicationUser, ApplicationRole>()
    .AddEntityFrameworkStores<ApplicationDbContext>();
                        

Authorization Policies: The most robust way to handle complex authorization based on claims and roles is by defining custom AuthorizationPolicys.


services.AddAuthorization(options =>
{
    options.AddPolicy("RequireProjectManagerOrAdmin", policy =>
        policy.RequireAuthenticatedUser()
              .RequireRole("ProjectManager", "Admin")
              .RequireClaim("Department", "Engineering")
              .Build());
});
                        

You can then apply this policy to your actions:


[Authorize(Policy = "RequireProjectManagerOrAdmin")]
public IActionResult ManageProject() { ... }
                        

This approach keeps your controllers clean and centralizes your authorization logic.

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