Tessera Access · the access model

How credential-based login works

The model in full: what an engineer's credential records, how authority narrows from the fleet owner to the contractor and on down to a permit for a single shift, the order in which a device verifies a login without reaching the network — and what this scheme does not do.

01

In brief

The right to log in to a device is described entirely inside the engineer's digital credential, and the device verifies that credential on its own — offline, without reaching a server.

Terms

TermMeaning
DeviceA unit of the fleet: an ATM, a payment terminal, a workstation
CredentialThe engineer's digital document establishing the right to log in. It records the scopes and the validity period, all signed together by the issuer
RoleA set of rights on the device. Each role corresponds to a role account the engineer logs in under: the role in the credential points straight at it
IssuerThe party that signs credentials: the fleet owner, or a contractor the owner has authorized
Root certificateThe fleet owner's certificate placed on the devices. A device trusts only credentials whose signature chain converges on it
ScopesThe limits a device verifies: which devices the access covers, which roles may be granted, up to what privilege ceiling and for how long. Every next link in the chain can only narrow them
Shift permitThe last link in the chain: a credential issued to an engineer for one device, one role and a few hours
MediumThe USB stick or token on which the engineer carries the credential to the device
The decision is made in advance Who may do what is settled by the fleet owner at the moment the credential is issued. All the device has left to do is verify a signature — which is why it needs no network.
Rights only narrow The fleet owner grants the contractor its scopes; the contractor issues engineers permits inside those scopes. Stepping outside them is impossible, even if the contractor tries.
A permit ends by itself A shift credential is valid for hours, not indefinitely. Once it expires it stops working on its own, with no operator involved and no connection to the device.

How it is put together

The fleet owner's root certificate goes onto the devices Nothing else personal lives on the device: no list of engineers, no passwords, no details about contractors. Adding a new engineer therefore requires nothing to be done to the fleet.
The fleet owner grants the contractor authority with scopes A device group, the list of permitted roles, a privilege ceiling and a maximum permit duration. Inside those scopes the contractor works on its own. Whatever the owner is not prepared to delegate — higher-risk work, say — stays out of the scopes, and the owner issues those permits itself.
An approved work order produces a shift permit The engineer receives a permit for exactly the device, the role and the window named in the order. The contractor normally issues it and cannot step outside the scopes it was given; where needed, the fleet owner issues the permit to the engineer directly.
The device verifies what is presented, offline It checks the signature chain, the scopes of every link, the validity period and revocation, then opens a session with exactly the rights allowed. Any check that does not pass means refusal — never a fallback to some general-purpose login.
Access ends by itself A shift permit expires on schedule with no operator involved. Earlier than that — through the revocation list; and when a contractor relationship ends, every permit it issued ends at once.

What changes compared with common practice

QuestionThe usual wayIn the scheme described
What the engineer logs in with An account created on the device, with a password A medium carrying a credential; the account on the device is a role account, shared by everyone allowed that role
Where "who is allowed" lives On the device and in a directory; the two must be kept in sync In the credential itself, under the issuer's signature
Whether the device needs a network Yes — without one the directory is unreachable and the login cannot be checked No — verification is entirely local
How to constrain a contractor Organizationally: by contract, and by trusting its administrator Technically: the scopes are written into its credential and verified by the device
How to withdraw access Disable the account — which requires reaching the device Wait out the validity period (hours), or distribute a revocation list
How an engineer first gets access Travel to an issuing point to collect a medium or an account Remotely: the medium stays with the engineer, and only files travel over the channels
What an incident review can see That someone logged in under an account An entry in the issuance record: to whom, when, and with which scopes the credential was issued
02

The problem

Fleet devices stand where there is neither a permanent trusted network nor an administrator on site. They are serviced by people who, more often than not, do not report to the fleet owner at all.

Three circumstances that decide everything

The device cannot ask a server. The channel to the device is either absent entirely, or not considered trusted, or unavailable at precisely the moment an engineer has arrived to fix a fault. A scheme where a central directory confirms the login stops working right then: the engineer is standing at the device and cannot get in. The workaround — a local account with a password "in case the link is down" — becomes the main path in practice, and reduces control to nothing.

A contractor does the work. The fleet owner does not know by name which engineers will turn up for a shift, and does not control their hiring or dismissal. Entering each of them into its own directory means running somebody else's HR records with an unavoidable lag: an employee dismissed by the contractor stays active at the fleet owner.

PCI DSS 4.0
8.2.5, 12.8.4, 12.8.5

Access for terminated users must be revoked immediately (8.2.5), and the entity has to monitor its third-party service providers and record which requirements each of them manages (12.8.4, 12.8.5). The hard part is the second half: the people being terminated work for the contractor, not for you. The scheme supplies the mechanics — on notice, one engineer's credential is revoked, with no trip around the fleet and no password change on the devices — and the issuance record shows exactly which permits that contractor had issued.

Access needs to be narrow and short. An engineer on a shift needs one device for a few hours and one set of operations. What actually gets issued is open-ended, covers the whole fleet and carries administrative rights — because drawing distinctions is harder than handing over everything at once.

What follows from this

What is needed is a scheme where the decision about who may do what is made in advance and travels with the engineer, while the device only verifies its authenticity and its scopes. Then the absence of a link stops being a problem, HR records stay with the contractor, and the extent and duration of access are set at the moment of issuance.

03

The principle: the right to log in is written into the credential

A credential does not grant access without limits. It grants access with precisely stated scopes: to which devices, under which role, and until when. The scopes are signed together with the credential itself, so they cannot be changed after issuance.

How the device knows whom to trust

At installation the device receives the fleet owner's root certificate — and nothing else personal. It stores no list of engineers, no passwords, no details about contractors. All it can do is verify that the credential presented was issued along a chain leading to that certificate, and that the scopes of every link in the chain are respected.

From this follows the main practical property: adding a new engineer requires nothing to be done to the devices. A credential is issued, and the fleet accepts it immediately — because the fleet trusts a signature, not a list of people.

Why this works without a network

Everything needed to decide on a login sits in two places: the root certificate on the device, and everything else on the medium the engineer brought along. Verifying a signature is a local computation. The one place where the scheme could in principle reach the network is the revocation check, and its source is chosen explicitly during configuration. For environments without connectivity a local revocation list is selected, and then no network calls arise at all.

What this gives the fleet owner

Control over access stays entirely with the fleet owner, while the owner takes no part in day-to-day operations. The scopes are set when authority is granted to the contractor; from then on the contractor works inside them unaided, and cannot step outside them by any technical means.

04

The delegation model

Authority is passed along a chain, and at every step it can only narrow. That property is verified by the device — it does not rest on the good faith of the links.

Fleet owner

A bank, an industrial company, a critical-infrastructure operator. The root of trust — only the owner decides who may do what.

rights: entire fleet

Organization certificate

  • devices: region "North" only
  • roles: "maintenance" only
  • issued credentials: ≤ 30 days

rights narrowed to the contractor's scope

Service organization

The contractor. Issues credentials to its own engineers — but only inside the scopes it was given.

rights: region · 1 role

Engineer's shift certificate

  • device: device no. 0042 only
  • role: "maintenance"
  • valid for: 8 hours

rights narrowed to a single shift

Engineer

Arrives on site with a certificate on a USB stick or token. Needs no network.

rights: 1 device · 8 h

least privilege at login

Device

Any device running Linux / Astra Linux. Verifies signatures, scopes, expiry and revocation — without a single network call.

offline validation
Figure 1 Authority passed along the chain: at every step the extent of rights narrows and never widens. The values in the scopes are an example; the fleet owner decides what the limits contain.

Why a contractor cannot step outside its scopes

A contractor's limits are written into its own authority and signed by the fleet owner. At login the device checks every link in the chain at once: the resulting right is the intersection of each link's scopes. If the contractor issues its engineer a permit wider than the one it holds — for someone else's region, for a forbidden role, for longer than allotted — the device refuses the login, because it compares what is requested not only against the last permit but against the scopes above it.

The practical consequence

Security does not depend on the contractor's good faith, nor on how carefully its tools are configured. A mistake or an abuse on its side leads to a refused login, not to widened access.

Which limits can be set

LimitWhat it setsExample
Device group Which subset of the fleet the authority covers. Devices are tagged with attributes (region, site, model); the authority requires a match on those attributes region = north only
Role list Which roles the contractor may grant its engineers. Roles outside the list are unavailable even if the contractor issues them maintenance, cash replenishment — but not administration
Privilege ceiling The upper bound on privileges inside the protection mechanisms of the device's operating system level 5 at most
Duration ceiling The maximum validity of a permit the contractor issues to an engineer 8 hours per permit at most

The chain has no depth limit: a contractor may delegate authority to a subcontractor, which may delegate to its own unit, and so on. The narrowing rule applies at every step, so a longer chain does not weaken control.

How the scheme maps onto work orders

The last link in the chain — the shift permit — matches, field for field, the work order that operations already raise in advance. The order answers exactly the questions that have to be written into the credential.

Work order fieldWhat it becomes in the permit
The device the work is performed onthe binding to that device
The nature of the workthe role — and with it the extent of rights on the device
The execution windowthe permit's validity period
The performer and their organizationwhom it was issued to, and along which chain of authority

Issuing a permit becomes a continuation of approving the order rather than a separate procedure: the order is approved, and the engineer holds a permit for exactly that device, that role and that window. The work ends, the permit expires on its own, and there is nothing to revoke by hand.

What this gives operations

Access without a work order is technically impossible. No order, no permit, and the device refuses the login — so enforcing the work procedure moves out of reporting and into an actual prohibition.

The issuance record reconciles one-to-one with the register of orders. Every login on a device corresponds to a permit issued, and every permit to an approved order. A discrepancy shows up immediately, without polling the devices.

Issuing permits stays with the contractor all the while — inside the scopes the fleet owner granted. The owner need take no part in arranging each shift: it set the boundaries, and the device is what checks they are respected.

05

What a credential records

An engineer's credential is a standard X.509 digital certificate with added fields describing the access scopes. The format is standard, so credentials can be issued and stored with existing tooling.

FieldWhat it meansWhere it appears
Device binding The list of devices the credential is valid on. The device compares its own identifier against that list. An "any device" variant is possible — for roving administrators the engineer's credential
Permitted roles The roles the engineer may activate at login; each corresponds to a role account on the device. Roles outside the list are unavailable the engineer's credential
Privilege ceiling The upper bound on session privileges inside the protection mechanisms of the device's operating system the engineer's credential
Validity period Start and end. Once it expires the credential stops being accepted, with no action required from the fleet owner every link
Delegation scopes The envelope of authority: device group, role list, privilege ceiling and duration ceiling for everything below. Checked across all links of the chain at once the contractor's authority and that of any intermediate link
Profile version Protection against accepting credentials issued under outdated rules; lets the rules be updated across the fleet in a controlled way the engineer's credential
The issuer assigns the rights, not the engineer

In processes where the engineer composes the issuance request, they may state the roles and bindings they want — but those wishes are not applied. The issuer sees what was requested and sets the final scopes itself. Choosing an issuance process is a decision about who holds the key, not about who controls the rights.

PCI DSS 4.0
8.3.9

Where a password is the only authentication factor, it has to change at least every 90 days. On an offline fleet that means a mechanism delivering a new password to every device four times a year — and proving the delivery landed. Here rotation is replaced by the validity period written into the credential itself and checked by the device without reaching a server, so it holds on devices that have no connection at all.

Role accounts on the devices

The role in the credential points at the role account the engineer logs in under. The role accounts themselves, their groups and their command privileges have to be uniform across the fleet; bringing a fleet to that single description is a separate task, solved outside the login path and unrelated to issuing credentials.

PCI DSS 4.0
8.2.2

Shared accounts are the obvious objection to a role account, and PCI DSS answers it directly rather than by exception. Requirement 8.2.2 permits group, shared or generic accounts on an exception basis, subject to conditions: use is limited to the time needed, the business justification is documented, management approves it, the individual user's identity is confirmed before access to the account is granted, and every action taken is attributable to an individual user.

The last two conditions are what this scheme does by construction. Identity is confirmed by a named engineer's credential before the session opens — not by knowledge of a shared password. The device log records which credential opened the session, so actions taken inside it attribute to that engineer.

The remaining conditions — the justification, the approval, the time limit — are the organization's to document, though the time limit is already enforced by the permit's validity period rather than by procedure. An assessor will ask about shared accounts; this is the answer, and it rests on the requirement's own wording rather than on a compensating control.

06

Logging in on the device

The engineer connects the medium and enters its secret. From there the device runs its checks in a fixed order. Any check that does not pass means refusal.

The medium is detected and read The device finds the credential on the connected medium. If there is no medium, or it cannot be read, the login never starts.
The chain of trust is verified The credential must be issued along a chain of signatures leading to the root certificate placed on the device at installation. If the chain does not converge — refusal.
Validity and revocation are verified The credential must not be expired and must not appear in the revocation list held on the device. A missing or stale list also leads to refusal — the revocation check cannot be skipped silently.
Possession of the key is proven The device issues a random challenge and requires it to be signed with the private key. This defeats an attempt to log in with a copy of the credential alone, without the key.
The scopes of every link are verified The device's attributes must fall inside the group allowed to each link of the chain; the requested role must appear in each link's list; the privilege level and the duration must exceed none of the ceilings.
A session opens under the role account The session receives exactly the privileges the credential allows — no more. The role account is shared, but the log records which credential opened it.
The medium is watched for the length of the session Removing it during work triggers a pre-selected action: locking the screen, ending the session, or shutting the device down. An engineer cannot open access and walk away.
PCI DSS 4.0
8.4.2, 10.2.1.1, 10.2.2

Multi-factor authentication is required for all access into the cardholder data environment, not only for administrators (8.4.2). An engineer at the service panel is access too. Here both factors are real and both are checked on the device: possession is the medium, knowledge is its secret.

Audit logs must capture individual user access and record who did it, what kind of event it was, and when (10.2.1.1, 10.2.2). The device writes that entry itself, offline, naming the credential the session was opened with.

The rule of refusal

The scheme is built so that doubt resolves to refusal. A missing mandatory field, content that failed to parse, an unavailable revocation list, an unreadable medium, a signature that did not converge — each of these produces a login that did not happen, never a fallback to some general-purpose access. There is no mode in which a failed check is waived.

What the engineer sees on refusal

The engineer is given a general reason — enough to know what to do next (wrong medium, expired credential, wrong secret) — without revealing how the fleet is configured. The detailed reason goes into the device log, where operations can read it.

When no medium is issued at all

Where the logistics of media make no sense — one-off visits, a wide circle of contractors — the engineer's phone can serve as the second factor: a code from the device screen is confirmed in an external loop, and the engineer types the reply code back in. The device still makes the decision itself. That is a separate delivery option and is not examined further here.

07

Issuance processes

A credential can be issued in five ways. They differ not in convenience but in who ends up knowing the private key and what travels over the channels. That decision determines whether the credential can support the claim that the engineer it was issued to is the one who used it.

The two attributes that define a process

Where the private key is born is the main attribute. It sets how many secrets pass between people, and what the proof of authorship rests on.

The medium is the second attribute. It determines only who can physically reach the credential. A medium does not by itself protect the key from copying: a private key comes off a passive token exactly as it comes off a USB stick.

Key born at the issuerthe engineer needs no tooling
P1USB stick
P3passive token
Key born at the engineer, in softwaretooling needed at the workplace
P2USB stick
P4passive token
Key born inside the tokentooling and an active token needed
P5active token — the key cannot be copied
Figure 2 Five processes as combinations of two attributes. Highlighted is the one process in which the private key never leaves the device and cannot be copied.
Media are never shipped to an issuing centre

In none of the five processes does a medium have to be prepared in advance at an issuing centre and physically delivered there. The USB stick or token stays with the engineer throughout: only files travel over the channels, and the engineer writes the credential onto the medium personally, at their own workplace.

In the processes built on an issuance request — P2, P4 and P5 — the key itself is also born on the engineer's side: in software at the workplace (P2, P4) or inside the token in their hands (P5). The issuer receives only a request and returns only a credential; neither the key nor the medium ever reaches it.

Preparation and issuance therefore happen entirely remotely, and the logistics of media drop out of the scheme: a remote engineer, or a contractor's engineer in another region, gets access where they are — no travel, no couriered tokens.

What actually differs

Key at the issuer
(P1, P3)
Key at the engineer
(P2, P4)
Key on the token
(P5)
A secret can leak through the channel possible impossible impossible
What travels over the channels a container holding the private key, and its password a request and a credential a request and a credential
Who knows the private key the issuer and the engineer the engineer only nobody — the key never leaves the token
Whether the credential points to one specific person no: two parties knew the key; only the issuance record ties it to a person yes: only the engineer held the key yes: only their token could have signed
If the medium is lost depends on the medium, see section 8 depends on the medium, see section 8 nothing to copy; guessing the secret runs into the token's retry counter
If the issuer is compromised every key it issued leaks the right to issue new ones leaks the right to issue new ones leaks
What the engineer needs to receive two artefacts tooling at the workplace tooling and an active token

What travels over the channels

ArtefactHolds a secretChannel requirement
Issuance requestnointegrity
Issued credentialnointegrity
Chain of trust, revocation listnointegrity
Container holding the private keyyesconfidentiality and integrity
Container password, token access secretyesa channel other than the container's

In P2, P4 and P5 not a single secret travels over the channels — intercepting the correspondence yields nothing. In P1 and P3 there are two secrets, and both leave the issuer. The steps below show how that looks.

PCI DSS 4.0
8.3.2

Strong cryptography must render all authentication factors unreadable during transmission and storage. P2, P4 and P5 satisfy this by construction: there are no secrets in the channels at all. P1 and P3 transmit the container and its password, so they require separated channels and organizational measures on top — which is the main difference between the processes from an assessor's point of view.

Process P1 / P3 — the issuer generates the key

IssuerChannelsEngineer
key pair generated
credential issued: it also sets the scopes
container assembled, with its password
container with the private key — channel 1
container password — channel 2, independent
container and password
written onto the medium
issued credential checked before departure
action on a participant's side transfer carrying a secret
Figure 3 The issuer generates the key. The engineer needs neither tooling nor expertise — but two secrets leave the issuer and travel over the channels. P3 differs from P1 only in the last step: the container goes onto a passive token rather than a USB stick.
A hard condition for P1 and P3

The container and its password are delivered over different channels. A message carrying both reduces the container's protection to nothing: whoever read that message now holds a working credential.

Process P2 / P4 — the engineer generates the key

EngineerChannelsIssuer
key pair generated; only they know the secret
issuance request assembled
request — carries no secret
request
request checked, scopes set, credential issued
credential and chain — carry no secrets
credential and chain
container assembled, written onto the medium
issued credential checked before departure
action on a participant's side transfer carrying no secrets
Figure 4 The key never leaves the engineer. Not one secret travels over the channels — intercepting the correspondence yields nothing. P4 differs from P2 in the medium: a passive token instead of a USB stick, adding an access secret and a hardware limit on retries.

Process P5 — the key is born inside the token

Active tokenEngineerChannelsIssuer
key pair generated inside the device
public key; the private one never leaves the token
request signed with the token's key
signed request
request — carries no secret
request
request checked, scopes set, credential issued
credential and chain
credential and chain
credential written into the token
issued credential checked before departure
action on a participant's side transfer carrying no secrets
Figure 5 The private key is generated inside the token and never leaves it: there is nothing to copy, and a found token cannot be duplicated. The only process in which the second factor is hardware.

How to choose

P1 and P3 suit a large, changing pool of engineers where nobody can install tooling on their workplaces. The price: two secrets leave the issuer, and from that moment the private key is known to both sides. The credential alone cannot say who used it; only the issuance record ties it to a person.

P2 and P4 suit the case where tooling can be installed on the engineer's workplace but active tokens are unavailable. The key never leaves the engineer, and nothing secret travels over the channels.

P5 is the only process in which the private key never leaves the device at all. It requires active tokens and tooling at the engineer's side, and it gives the strongest tie between a credential and a person.

PCI DSS 4.0
8.4.1, 8.4.2

MFA is required for administrative non-console access into the cardholder data environment (8.4.1) and for all access into it (8.4.2). A hardware possession factor comes only with active tokens — process P5. In P1–P4 the possession factor is the medium and the knowledge factor is the container password or the token access secret. Whether that pair counts as two independent factors is a question for your assessor; this page does not answer it.

Processes can be combined

The choice is not made once for the whole fleet. Active tokens (P5) make sense for the fleet owner's own engineers, while contractors with a changing roster can work under P1 or P3. The delegation scopes stay common to everyone regardless.

Enrol once, issue many times

In the processes built on an issuance request — P2, P4 and P5 — the engineer composes that request once. From then on the issuer can produce any number of credentials against it: one per work order, each with its own scopes and its own validity period.

That is by design: an issuance request is the engineer's enrolment, not an application for one particular credential. For P5 it could hardly be otherwise — the key is generated inside the token once and lives there permanently. Issuing a shift permit therefore asks nothing of the engineer: they enrolled once, and after that a fresh credential is written for each work order.

The opposite is equally unconstrained: the engineer may compose a new request before every issuance, in which case the key is new each time. How often enrolment is renewed is the fleet owner's decision; renewal means a new key pair — inside the token in P5, at the workplace in P2 and P4.

On each issuance the engineer writes the credential onto the medium: reassembling the container in P2 and P4, writing an object into the token in P5. It is a local operation at their workplace — neither the key nor any shipping of media is involved.

What this means for operations

ConsequenceWhat to plan for
One key across many credentials Until enrolment is renewed the engineer keeps using the same key. In P2 and P4 that key lives at their workplace, and losing it devalues not one credential but every subsequent issuance under that enrolment. In P5 the key cannot be copied — so the less often enrolment is renewed, the stronger the case for active tokens
Identity is confirmed at enrolment Every later issuance trusts the stored request. The request is not secret, but substituting it would mean issuing credentials for someone else's key under the engineer's name — so the enrolment store needs integrity control, and the in-person identity check belongs at the enrolment stage
P1 and P3 have no request

There the issuer generates the key every time, so enrolment does not exist as a separate step: each issuance stands alone and comes with two secrets in transit.

Checking the credential before departure

In every process the engineer verifies the credential at their workplace: that it matches the key, that the chain converges, that it has not expired, that the role is present, that the mandatory fields are there. Without this step an unusable credential surfaces at the login screen — at a device where nothing can fix it. The device binding cannot be checked at the workplace: the engineer is not sitting at the device the credential was issued for.

08

Media

The medium determines who can reach the contents if it is lost or stolen, and whether the private key can be copied off it.

MediumWhat it holdsKey copyableSecrets
USB stickcontainer as a file on a partitionyescontainer password
Passive tokencontainer as a private data objectyestoken access secret and container password
Combined tokeneither role, depending on configurationyesas for the chosen role
Active tokenkey and credential as device objectsnotoken access secret

What a finder can do

MediumWhat the finder can do
USB stick Copy the container and brute-force the password on their own equipment, with no limit on attempts. Protection comes down to the strength of that password
Passive token Nothing until the access secret is passed: the container sits as a private object, and attempts are capped by a hardware counter — the token locks itself
Active token Nothing: the private key cannot be extracted at all, there is nothing to copy, and attempts are capped by the counter

It follows that a passive token is stricter than a USB stick, even though the key copies off it just the same: brute-forcing the password on your own equipment is no longer available, because the container has to be reached first.

A property to know about in advance

In P1–P4 the private key can be copied off the medium, so a copy taken together with the password works exactly like the original. That is how any scheme with a copyable key behaves — it is not an implementation defect. The one way to remove the property is active tokens (P5).

Token support rests on a standard interface and the vendor's own library, so the fleet is not tied to one model: widely available PKCS#11 tokens work, and the mix of models can change over time without altering either the issuance scheme or the device configuration.

09

Revocation and a lost medium

The scheme has two independent ways of ending access. The main one works with no connection to the device at all.

Validity period A shift permit is issued for hours. Once it expires it stops being accepted automatically — nothing has to be distributed and nobody has to be called.
Revocation list Revoked credentials go into a signed list that is distributed across the fleet and checked locally at every login.
Ending an authority Revoking a contractor's authority ends every permit it issued at once — there is no need to list them one by one.

Why a short validity period is the main instrument

A revocation list has to be delivered to the device, and delivery is precisely what is unreliable in this kind of environment. The load therefore shifts onto the validity period: the shorter the permit, the smaller the window in which revocation is relevant at all. A permit for a single shift turns the revocation list into an instrument for exceptional cases rather than a daily one.

How fresh the list has to be

When the revocation check is configured against a local list, the device refuses the login if the list is missing and — where a maximum age is set — if it is stale. Keeping the list updated across the fleet is therefore a mandatory part of operations, not an optional extra. The update interval and the acceptable age are chosen according to what delivery can actually achieve.

What to do when a medium is lost

  1. The engineer reports the loss; the issuer adds the credential to the revocation list.
  2. The updated list is distributed across the fleet in the usual way.
  3. If the lost permit was issued for a shift, no separate fleet-wide action may be needed — it will expire before the list finishes propagating.
  4. The engineer is issued a new credential in the normal way.
  5. The loss and the revocation are recorded in the issuance record.
10

The issuance record

Every issuance is written into the issuance record whatever process was used. The entries are linked by a hash chain: removing or altering an entry after the fact without breaking the chain is not possible.

What the record shows

  • to whom a credential was issued, and when;
  • with which scopes — devices, role, privilege level, validity;
  • who the issuer was, and along which chain of authority it acted;
  • which process was used — in particular, whether the issuer generated the key;
  • revocations.

All of this is available without touching the media and without polling the devices — which matters in an environment where devices are unreachable over the network.

PCI DSS 4.0
8.2.4

Adding, deleting and modifying user IDs and authentication factors has to be authorized with the appropriate approval and implemented with only the privileges named in that approval. The issuance record is the direct evidence: it shows who issued what, to whom, with which scopes and along which chain of authority — and the hash chain means removing or substituting an entry after the fact is detectable. The hash chain protects the issuance record specifically; the device's own event log is kept by the operating system's standard facilities.

The record and the issuance process together

In P1 and P3 the record is the only thing tying a credential to a person: two parties knew the private key, and the credential itself points at no individual. In P2, P4 and P5 the credential itself provides the tie, and the record remains an accounting instrument. The stricter the demands on proving authorship of actions, the stronger the case for P5.

The device log

Separately from the issuance record, each device keeps its own log of login events: successful logins naming the credential presented, refusals with their reason, media removals and the actions they triggered. The device log is forwarded to the fleet owner's event collection system by the operating system's standard facilities whenever a connection is available.

11

What the fleet side needs

The scheme describes the mechanics of verification; it does not decide for the fleet owner who may do what. Those are access policy decisions: the owner makes them in advance rather than at each login, and from then on the devices carry them out unaided.

What the fleet owner decides

DecisionWhat it covers
The root certificate and its keyWhere the key that signs contractors' authority is held and how it is protected. In practice: a hardware medium or a cryptographic module, with access under a documented procedure
The role modelWhich roles exist on the devices, which rights they carry, and who may grant them
Fleet taggingThe device attributes (region, site, model) the delegation groups are cut along
Contractor scopesFor each contractor: device group, role list, privilege ceiling, duration ceiling
Issuance processOne or several of P1–P5, by category of engineer (see section 7)
Engineer enrolmentWhere issuance requests are stored, who may accept them, and how often enrolment is renewed — from once for an engineer's whole tenure to a fresh one before every issuance (see section 7)
Link to the work order systemWhether an approved order counts as grounds for issuing a permit, and how far issuance is tied to it procedurally or automatically (see section 4)
Revocation list updatesBy which channel and how often lists reach the devices; the acceptable age of a list
Response to media removalLock the screen, end the session, or shut the device down

What the devices need

  • The root certificate placed on every device at installation or as part of the image.
  • Uniform role accounts across the whole fleet.
  • A delivery channel for revocation lists — any channel, down to carrying them on a medium during a visit.
  • A port for the medium that the engineer can reach, and a procedure for handling it.
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PCI DSS requirements the scheme supports

A summary of the notes placed through the text. Below are the requirements whose implementation the scheme supports, and what evidence an assessor gets for each.

How to read this summary

Assessment applies to an entity, not to a piece of software. The scheme is not "PCI DSS compliant" and does not deliver compliance on its own: it supports the implementation of specific requirements and produces evidence for them — credentials, configurations and logs. Most of the requirements listed have an organizational part that no technical control can close.

Requirement 8 — identify users and authenticate access

Req.What it asksHow the scheme supports it
8.2.2 Group, shared or generic accounts only on an exception basis, with identity confirmed before access and every action attributable to an individual The role account is shared, but identity is confirmed by a named engineer's credential before the session opens, and the device log records which credential opened it. The justification, the approval and the time limit stay with the entity — though the time limit is already enforced by the permit's validity
8.2.4 Additions, deletions and modifications of identifiers and authentication factors authorized with approval, implemented with only the approved privileges The issuance record with its hash chain: who issued what, to whom, with which scopes and along which chain of authority. Removing or substituting an entry after the fact is detectable
8.2.5 Access for terminated users revoked immediately On notice the engineer's credential is revoked — no trip around the fleet, no password change on the devices. In parallel a short validity means an unreported departure closes its own window within hours
8.3.1 All user access authenticated by at least one authentication factor Authentication happens on the device against the credential; there is no mode in which a failed check is waived
8.3.2 Strong cryptography renders authentication factors unreadable in transmission and storage In P2, P4 and P5 no secret travels over the channels at all. P1 and P3 transmit a container and its password, so they require separated channels and organizational measures on top
8.3.9 Where a password is the only factor: change it every 90 days, or analyse access dynamically There is no password to rotate. Rotation is replaced by the credential's validity period, which is checked by the device locally and therefore expires even on a device with no connection
8.4.1, 8.4.2 MFA for administrative non-console access into the CDE, and for all access into the CDE A hardware possession factor comes with active tokens (P5). In P1–P4 possession is the medium and knowledge is the container password or token secret; whether that pair counts as two independent factors is for the assessor to decide

Requirements 10 and 12 — logging, and third-party providers

Req.What it asksHow the scheme supports it
10.2.1.1
10.2.2
Audit logs capture individual user access and record who, what kind of event, and when The device writes the entry itself, offline, naming the credential the session was opened with and the role activated; refusals are logged with their reason. The issuance record ties each login back to a specific issuance
12.8.4
12.8.5
Monitor third-party providers' compliance, and record which requirements each of them manages The scopes granted to a contractor are that record, in machine-checkable form: which devices, which roles, which ceilings. The issuance record shows what the contractor actually issued inside them, without asking the contractor

What to show an assessor

The issuance record Credential issuance accounted for with a hash chain; cutting out or substituting an entry is detectable.
The credential itself Identity, role, device binding and validity; the delegation scopes show that rights only ever narrow.
The device event log Who logged in and when, which role was activated, and why a login was refused.

The device configuration serves as evidence in its own right: which media and modes are permitted, and which checks run at login.

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Boundaries of the solution

What follows is a list of what the scheme does not do. It is here deliberately, so that expectations going into a deployment are the right ones.

Not solved by the schemeWhy
Protection against copying the medium in P1–P4 In these processes the private key can be copied off the medium, and a copy together with the password works exactly like the original. Only moving to active tokens (P5) removes this
Proof of authorship in P1 and P3 The private key is known to both the issuer and the engineer. The tie to a person comes from the issuance record, not from the credential itself
Protection against compromise of the device's operating system The scheme is responsible for the login decision. Anyone who has gained full control of the device is outside its perimeter
Immediate revocation on disconnected devices Revocation takes effect as the list is delivered. The primary limiting mechanism is the permit's short validity period
Bringing the fleet's role accounts to a single form An adjacent task, solved separately and outside the login path; the scheme assumes the role accounts on the devices are already uniform
Managing token access secrets Issuing, changing and unblocking token secrets is the responsibility of whoever owns the media
What the scheme delivers in the end

The admission decision is made by the fleet owner in advance and explicitly; the contractor works inside the scopes it was granted and cannot widen them; the device verifies the right to log in itself, without a network; the access granted is narrow in extent and finite in time; and every issuance is accounted for in a tamper-evident record.

The set of limits, the role model and the issuance process are decided by the fleet owner and fixed at the design stage. The numbers in the examples (the region, the 8-hour validity, the device number) are illustrative.