Lesson 048 · AWS Learning Path

AWS 048: Trust policies, permission policies, and instance profiles

· Published · 7 min read

Human, workload, and federated identities pass authentication before authorization grants cloud access

The problem

A team uses Trust policies, permission policies, and instance profiles as a label or Console setting without proving the identity, scope, behavior, failure boundary, cost, or operational result. The configuration appears complete but the real requirement remains untested.

Final outcome

The learner will inspect, explain, test, and document Trust policies, permission policies, and instance profiles. The submission must connect the Console and CLI view to the same AWS control, state what the evidence proves, diagnose one likely failure, and make a requirement-based architecture decision.

Learning outcomes

You will be able to:

  1. explain trust policy;
  2. explain permission policy;
  3. explain instance profile;
  4. explain passrole;
  5. explain temporary delivery;
  1. distinguish successful configuration from successful workload behavior;
  2. preserve redacted evidence and complete the stated cleanup or retention decision.

Mental model

requirement
   -> identity and permission
   -> account, Region, and resource scope
   -> configuration or request
   -> observable state
   -> workload result
   -> failure evidence
   -> cleanup or controlled retention

Never begin with a create button or a copied command. Start with the result that must be proven and the boundary that must remain protected.

Core facts

ConceptWhat it means in practice
Trust policyA role trust policy is a resource-based policy that names which principals may establish a role session and under which conditions. It does not grant the resulting session permission to use workload resources.
Permission policyIdentity policies attached to the role define what an established role session can request. Boundaries, session policies, SCPs, resource policies, and explicit denies can further restrict the result.
Instance profileEC2 receives a role through an instance profile. The profile is the container selected by EC2, while the role is the identity whose temporary credentials applications receive.
PassRoleiam:PassRole authorizes a principal to configure an AWS service to use a role. It is not the same as sts:AssumeRole and should be limited to approved role and service combinations.
Temporary deliveryApplications use the credential provider chain to retrieve rotating role credentials. They should not copy credentials from instance metadata into configuration files.
Session identityCloudTrail records the assumed-role session, not simply the role definition. Useful session names and source identity improve accountability.

How to reason about it

Evaluate the path in order: caller permission to assume or pass, role trust, service integration such as an instance profile, role permission, limiting policies, resource policy, and request conditions. Reading only one policy produces incomplete conclusions.

A trust relationship with a broad account or service principal needs conditions that address confused-deputy and unintended delegation risks. Use documented source account, source ARN, organization, external ID, or source identity controls only when the request supplies those keys.

Use the following decision table as a starting point, then change the answer when the scenario changes.

RequirementPreferred directionWhy
EC2 workload calls AWS APIsRole in an instance profileEC2 delivers rotating credentials to the workload.
Human changes EC2 to use a roleScoped iam:PassRoleThe operator delegates the approved role to the service.
Third party assumes a customer roleTrust policy with unique external IDIt helps address the confused-deputy problem.
Role can be assumed but S3 is deniedInspect permission and resource-policy layersSuccessful trust evaluation does not grant S3 actions.

Prerequisites, permissions, Region, and cost

Run this lesson as the approved non-root course identity. Begin with aws sts get-caller-identity, confirm the private account record, and set the fixed project Region before any regional query. IAM resources are global within an account, while STS endpoints and the services reached by an identity can be regional.

Use only the read or change actions required for this lesson. An AccessDenied result is evidence to analyse, not permission to switch to root or attach AdministratorAccess. Record the action, resource, principal type, request context, and smallest justified correction.

The listed cost tier is T0 - no resource creation. Free Tier eligibility and credits are account-specific. Before a mutating lab, identify every resource that can charge, estimate its duration, start a timer, and write the reverse cleanup order. A budget reports cost after billing data arrives and is not a real-time stop control.

AWS Management Console method

  1. Open IAM, Roles, select the course role, and inspect Trust relationships separately from Permissions.
  2. Open EC2, Instances, select an instance, then Security to identify the attached IAM role and instance profile relationship.
  3. Open IAM Access Analyzer policy validation before changing either document.

For every step record the service page, selected account and Region, exact object, visible state, and why that state matters. A Console label or green status is not enough unless it is tied to the final workload outcome.

AWS CLI or API evidence

Inspect trust, permissions, and instance profiles without retrieving credentials.

aws iam get-role --role-name <role-name> --query 'Role.AssumeRolePolicyDocument'
aws iam list-attached-role-policies --role-name <role-name>
aws iam list-instance-profiles-for-role --role-name <role-name>

The three outputs answer who can establish a session, which managed policies are attached, and which instance profiles contain the role. They do not prove that a live request is allowed.

Before running the command, replace every placeholder, explain each option, and decide whether the operation is read-only or mutating. Capture the exit code immediately. Redact account IDs, ARNs, public addresses, request identifiers, and personal data before sharing.

The CLI and Console are clients of AWS APIs. Matching state across them increases confidence, but neither substitutes for data-plane or application verification.

Practical work

Create trust-policies-permission-policies-and-instance-profiles-evidence.md. Record the problem, account and Region preflight, observed Console state, matching CLI result, every decision in the table, one intentional misconception, one failure diagnosis, and the retained-state or cleanup result.

The evidence package must include:

  • non-root principal type, account verified privately, and Region;
  • exact intended and observed state;
  • one Console observation and the matching CLI or API result;
  • one successful result and one denied, failed, or counterexample result;
  • what each result does not prove;
  • cost state and elapsed lab time;
  • cleanup evidence or a named retained-state owner and next lesson.

Verification standard

Use three levels of proof:

  1. Control plane: the object or policy exists with the intended configuration.
  2. Data plane or behavior: the request, packet, session, storage path, or application does what the requirement states.
  3. Operations: monitoring, failure diagnosis, cost, ownership, and cleanup are known.

A control-plane response can precede final readiness. Use waiters or state polling where supported, then test the actual behavior. If a request times out, do not assume it failed. Inspect state and use documented idempotency before retrying a mutation.

Troubleshooting method

SymptomEvidence firstSmallest safe response
command cannot authenticatecredential source, expiry, caller preflightrestore approved temporary login
access is deniedaction, resource, principal, all policy layerscorrect only the missing or conflicting control
object appears missingaccount, Region, filters, pagination, permissionalign scope before creating anything
configured state exists but behavior failsroute, identity, dependency, logs, service statetest the next boundary in the path
cleanup is blockeddependency inventory and owning serviceremove dependants in reviewed reverse order

Keep the original symptom and timestamp. State one hypothesis, make one reversible change, repeat the original test, and record rollback. Never open a management port to the world, expose credentials, disable TLS verification, format an unknown disk, or add broad permissions as a generic fix.

Architecture and certification decisions

Professional-level questions provide competing valid features. Identify the requirement that decides between them: human or workload identity, same-account or cross-account access, regional or zonal scope, stateful or stateless filtering, durable or ephemeral data, latency, RTO/RPO, cost, or operational ownership.

Explain why the selected option fits and why each plausible alternative fails one stated requirement. Do not rely on feature memorization or reproduce protected certification questions.

Knowledge check

  1. Does a trust policy grant S3 access?

Expected direction: No. It controls role assumption.

  1. Can EC2 receive a role without an instance profile?

Expected direction: EC2 uses an instance profile to carry the role.

  1. Is iam:PassRole an API that returns role credentials?

Expected direction: No. It authorizes passing a role to a service.

  1. What identity appears after role assumption?

Expected direction: An STS assumed-role session.

Cost, cleanup, and retained state

No workload resource should remain unless this lesson explicitly creates and retains one for the next numbered lab.

Cleanup evidence includes the final state query, not only a successful delete response. Search related resources, other Regions used by the lab, retained storage, public IPv4 addresses, logging destinations, and service-managed dependencies. Schedule a later billing review because cost data can lag.

Completion gate

Pass when the practical artifact explains the real problem, matches Console and CLI evidence, answers every knowledge check, diagnoses one failure without broadening access, records cost, and proves cleanup or approved retention. The learner must defend one decision orally and name the requirement that would change it.

Official sources

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