Configure role masking for an AI agent

task australia Updated Nov 6, 2026 1 min read configure-role-masking.md
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Restrict the roles that an AI agent uses at runtime by creating an Agent Access Role Configuration record that limits the agent to a defined set of roles.

Before you begin

Role required: sn_aia.admin

Before you configure role masking for an AI agent, the AI agent you need to restrict must already exist.

Procedure

  1. Navigate to the sys_agent_access_configuration_list.do table.

    The Agent Access Role Configurations page opens.

  2. Select New.

    The Agent Access Role Configuration - New Record form opens.

  3. On the form, fill in the fields:

Field

Description

Name

Name for the configuration. Example: Action Designer role mask.

Application

Scope of the application.

Description

Description of the configuration.

Agent Table

Table that holds the agent record you need to restrict.

Action

Limit To Roles. This action restricts the AI agent to the roles you add to the configuration. The agent can't use roles outside the selected roles.

Agent

The AI agent that the configuration applies to.

Role List

Roles to limit using the Agent access roles list. Each role added through this lookup is stored as an individual record in the Configuration table.Note:

  • Previously you could use role list to add the roles. You have to use the Agent access role table to add roles.
  • Existing records with the role_list column continues to operate as expected. All new role configurations are implemented through the sys_agent_access_role_mapping table.

Agent access role

Role selected using the Insert a new row. Each row you add creates one record in the Agent access roles table, linking the AI agent to that role.

\[Omitted image "role-masking-configuration.png"\] Alt text: Agent Access Role Configuration
  1. Select Submit.

Result

The platform saves each role masking entry in the Agent Access Role Configurations page. The next time the AI agent runs, it uses the roles that are mapped to an agent.

Keywords role maskingAI agentsAgent Access Role ConfigurationAgent Access Permission Set ConfigurationLimit To RolesAllow all session roles
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