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Machine workflow mandates

Run automatic Grids workflows under an independent machine identity.

2 min read Updated 2026-10-23 #identity#service-accounts#authorization

See Who may do what for the access model.

A Grids workflow can use an agent or standalone service account for scheduled and record-event execution. The account needs its own write grant on the base. The workflow's mandate is an additional, revocable permission for that exact workflow; it never borrows the editing administrator's access.

In the workflow editor, Automatic execution owner shows the account name, type, and mandate state. An installation administrator who can manage the workflow may select an active account, pause or resume its mandate, or revoke it. Group membership alone and a credential scope alone cannot assign an execution identity. Changing the account revokes its previous mandate. A revoked mandate is never silently recreated; selecting an account again is a new explicit assignment.

Automatic runs store the machine principal, mandate ID and revision. Each step checks the current account, application entry access, base grant, workflow binding and mandate revision. Pause, revoke, disable, reassignment, and removal of base access stop subsequent work. A resumed mandate has a new revision, so older queued runs remain invalid. Already committed effects are retained.

The mandate has a write ceiling. It cannot manage base access or reach another workflow or base. Machine API invocations also retain their token's current scope, expiry and revocation checks. Manual human invocations keep the caller's existing permissions. Human automatic owners keep their existing behavior until an administrator explicitly assigns a machine.

Loss of authority appears as blocked execution authority, a degraded schedule or paused record-event trigger, and failed execution for work already queued. The administrator can restore application access or a missing base grant, or resume a paused mandate, then submit a new run. The editor shows failed changes and offers Reload authority. If another administrator changes the owner or mandate, review the refreshed authority before trying again. API changes include the expected account and mandate ID with its revision, or an explicit null mandate for the first assignment; a stale snapshot returns 409 without changing authority. Run provenance uses the machine's name; authority changes and mandate lifecycle operations are audited without storing tokens.

The platform mandate service accepts active standalone and agent subjects in addition to its existing subjects. Acting for a machine requires administrative creation authority. Grids uses the exact workflow.run operation for its workload; all domain permission checks remain in Grids.

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