windsurf-enterprise-rbacClaude Skill

Windsurf Enterprise RBAC

Overview

Manage enterprise Windsurf deployment: SSO/SAML configuration, role-based seat management, organization-wide AI policies, and admin portal controls. Covers Teams and Enterprise plan features.

Prerequisites

• Windsurf Teams ($30/user/mo) or Enterprise (custom pricing) plan
• Organization admin access at windsurf.com/dashboard
• Identity provider for SSO (Enterprise only): Okta, Entra ID, Google Workspace

Instructions

Step 1: Configure SSO / SAML (Enterprise Only)

Navigate to Admin Dashboard > Security > SSO:

# SSO Configuration Steps
sso_setup:
  1_choose_idp:
    supported: ["Okta", "Microsoft Entra ID", "Google Workspace", "Any SAML 2.0 IdP"]

  2_configure_saml:
    entity_id: "https://windsurf.com/saml/your-org-id"
    acs_url: "https://windsurf.com/saml/callback"
    # Get these from Admin Dashboard > SSO > SAML Configuration

  3_idp_settings:
    # Configure in your IdP:
    sign_on_url: "https://windsurf.com/saml/login/your-org-id"
    audience_uri: "https://windsurf.com/saml/your-org-id"
    name_id_format: "emailAddress"
    attribute_statements:
      email: "user.email"
      firstName: "user.firstName"
      lastName: "user.lastName"

  4_enforce:
    enforce_sso: true  # Block password login after SSO is verified
    auto_provision: true  # New IdP users get Windsurf seats automatically
    domain_restriction: ["yourcompany.com"]  # Only allow company emails

Step 2: Configure Roles and Permissions

# Windsurf RBAC Model
roles:
  owner:
    description: "Organization owner — full control"
    permissions:
      - Manage billing and subscription
      - Add/remove admins
      - Configure SSO
      - View all analytics
      - Manage all seats

  admin:
    description: "Team administrator"
    permissions:
      - Add/remove members
      - Assign seat tiers (Pro, Free)
      - View team analytics
      - Configure org-wide settings
      - Manage MCP server allowlist

  member:
    description: "Standard developer"
    permissions:
      - Use assigned AI features
      - Configure personal settings
      - Create workspace rules
      - Cannot view team analytics

# Assign roles via Admin Dashboard > Members > Edit Role

Step 3: Organization-Wide AI Policies

# Admin Dashboard > Settings > AI Policies
org_policies:
  # Control which AI models are available
  allowed_models:
    - "swe-1"
    - "swe-1-lite"
    - "claude-sonnet"
    # Disable models not approved by security team

  # Terminal command execution controls
  cascade_terminal:
    max_execution_level: "normal"  # Options: turbo, normal, manual
    global_deny_list:
      - "rm -rf"
      - "sudo"
      - "curl | bash"
      - "DROP TABLE"
      - "format"

  # Data controls
  data_policies:
    telemetry: "off"                      # No telemetry for enterprise
    data_retention: "zero"                 # Zero-data retention
    code_context_sharing: "workspace_only" # AI sees only current workspace

  # Feature controls
  feature_flags:
    previews_enabled: true
    mcp_enabled: true
    workflows_enabled: true
    auto_deploy_enabled: false  # Disable direct deployment from IDE

Step 4: Seat Management Workflow

# Seat lifecycle management
seat_management:
  onboarding:
    1. "Admin invites user via Admin Dashboard > Members > Invite"
    2. "User receives email with SSO login link"
    3. "SSO authenticates user with company IdP"
    4. "User gets assigned tier (Pro/Free) based on role"
    5. "User opens project — .windsurfrules provides context"

  offboarding:
    1. "Disable user in IdP (SSO will auto-block)"
    2. "Remove seat in Admin Dashboard > Members"
    3. "Seat becomes available for reassignment"
    4. "User's local memories/config remain on their machine"

  tier_changes:
    upgrade: "Admin Dashboard > Members > Select user > Change to Pro"
    downgrade: "Admin Dashboard > Members > Select user > Change to Free"
    note: "Downgraded users keep Supercomplete, lose Cascade Write mode"

Step 5: Audit and Compliance

# Admin Dashboard > Analytics > Audit
audit_capabilities:
  available:
    - User login events (SSO audit trail)
    - Credit usage per user per day
    - Feature usage patterns
    - Seat assignment changes
    - Admin actions

  exportable:
    - CSV export of member usage
    - API access for SIEM integration (Enterprise)

  compliance_certifications:
    - SOC 2 Type II
    - FedRAMP High
    - HIPAA BAA (on request)
    - GDPR compliant

Step 6: Service Keys for API Access (Enterprise)

# For programmatic access to admin APIs
service_keys:
  purpose: "CI/CD integration, usage reporting, automated provisioning"
  create: "Admin Dashboard > Settings > Service Keys > Create"
  scopes:
    - "admin:read" — read analytics and member data
    - "admin:write" — manage members and settings
    - "usage:read" — read usage metrics
  rotation: "Rotate every 90 days, revoke immediately on compromise"

Error Handling

Issue	Cause	Solution
SSO login fails	SAML certificate expired	Update certificate in IdP and Windsurf
User can't access Cascade	No Pro seat assigned	Assign Pro tier in Admin Dashboard
Admin can't see analytics	Wrong role	Upgrade to admin role in Dashboard
New user auto-provisioned to wrong tier	Default tier not set	Configure default seat tier in Settings
Service key rejected	Expired or wrong scope	Generate new key with correct scopes

Examples

Quick Admin Dashboard Tasks

Add user: Admin Dashboard > Members > Invite > email@company.com
Remove user: Members > Select > Remove from organization
Change tier: Members > Select > Change Plan > Pro/Free
View usage: Analytics > Overview (or per-member view)

Team Structure Example

engineering_org:
  platform_team:
    seats: 8
    tier: Pro
    admins: ["tech-lead@company.com"]

  frontend_team:
    seats: 6
    tier: Pro
    admins: ["frontend-lead@company.com"]

  design_team:
    seats: 3
    tier: Free  # Mainly CSS, limited AI use

  contractors:
    seats: 4
    tier: Free
    note: "Temporary, upgrade to Pro if AI use increases"

Resources

• Windsurf Admin Guide
• Windsurf Enterprise
• Windsurf Security

Next Steps

For migration strategies, see windsurf-migration-deep-dive.