Prerequisites
- A Runlayer instance (referred to as
RUNLAYER_URLbelow) - A user API key, created in Settings → Personal API keys. Each recipe says whose key it needs
curlandjqinstalled
Find the IDs you need
Policies name people, groups, and resources by ID. Look them up once and export them:/agents/<agent-id>. Tool names in the connector recipes are examples; use the names listed on your connector’s page.
An administrator with the security-policies permission can run every recipe, except that organization recipes also need them to hold the permission being granted or denied. Recipes on agents, skills, plugins, and artifacts can also be run by the resource’s owner, or by anyone with
share on it for the actions they hold themselves.Agent Accounts
Agent account recipes are written by an administrator with the security-policies permission: agent accounts aren’t shareable, so their owners can’t grant access to them. Each grant covers one account, or every account with"all": true.
Let a person manage one account’s security settings
Scenario: Dana runs the billing integration. She should be able to turn on DPoP, change the account’s server scoping, and adjust token lifetimes for thebilling-sync account, without becoming an agent account administrator.
edit_security covers every security setting, and needs edit alongside it.
Connector security settings, such as ToolGuard scanning for a connector, come with the Manage security policies permission and can’t be granted on a single connector. To give one person control over how an agent account authenticates to its connectors, grant
edit_security on the account as shown here. To let them choose which connectors it uses, grant edit_permissions (below).Let on-call rotate an account’s credentials
Scenario: The Platform On-Call group must be able to rotate the secret of thebilling-sync account during an incident, and nothing else.
400 and names the agent.
Let a team lead add connectors to an account
Scenario: Sam owns thesupport-bot account’s integrations. He should decide which connectors and tools it can use, without changing its security settings.
Keep an owner from changing security settings or rotating
Scenario: Every agent account owner can change their account’s security settings and rotate its secret. Your security team wants those two actions to stay with them for the production accounts.Give the SOC an emergency off switch for every account
Scenario: The SOC group must be able to disable any agent account when it sees suspicious activity, but re-enabling should stay with the account’s owner and the people who manage its security.edit covers disabling. Re-enabling needs edit_security, so the SOC can’t undo its own decision or someone else’s. To disable an account:
400 and names the agent. See Respond to a compromised agent for what to do next.
Connectors
Connector policies are written by administrators with the security-policies permission. Once early access is on, someone grantedshare on the connector can also run the team and rate-limit recipes and the organization-wide allow, within the actions they hold. The recipes naming groups need the security-policies permission. The connector recipes below work the same way as connector policies; this format adds team and organization principals, rate limits, and a single format across resources.
Let a team use a connector
Scenario: Everyone on the Data Platform team should be able to use the Snowflake connector, including people who join the team later.Let everyone use a connector except contractors
Scenario: The whole organization uses the Notion connector, except the Contractors group.Give a group read-only tools
Scenario: The Support group can look up GitHub issues but not open or close them. This recipe also works without early access.Cap how often a connector is called
Scenario: Nobody, person or agent account, should send more than 100 Salesforce tool calls an hour.any covers agent accounts acting on their own; org covers only people, and agents acting for them. Use "per": "session" to cap a single agent run or chat instead, or "per": "org" for one shared budget. Refused calls appear in the audit log as Tool Call Rate Limited.
Require approval for a risky tool
Scenario: Every Stripe refund waits until the person it runs for approves it. Approval rules are in beta; see Who approves.Agents
The agent’s owner, or anyone withshare on it, can run these recipes. The share dialog’s Can use and Can edit levels write the same policies for you.
Let a group run an agent without editing it
Scenario: The Support group uses the Ticket Triage agent but shouldn’t change its instructions or tools.copy to let them make personal copies in Runlayer Go; the share dialog’s Can use level includes it.
Add a co-maintainer who can’t re-share
Scenario: Priya helps maintain the agent. She should edit it, but not decide who else gets access. The Editor preset includesshare, so list the actions instead.
Keep one person out of an agent shared with everyone
Scenario: The Expense Helper agent is shared with the whole organization, but an intern shouldn’t run it.403. The agent’s owner can deny anyone. Someone with share can deny only named users or agent accounts who don’t own the agent, and only actions they hold themselves.
Skills and Plugins
The skill or plugin’s owner, or anyone withshare on it, can run the single-resource recipes. Recipes that use "all": true need an administrator.
Roll out a skill to a team
Scenario: The Code Review skill should be available to everyone on the Platform team.Offer a plugin by department
Scenario: Everyone whose identity provider lists them in Engineering should get the Engineering Toolkit plugin, including people hired later.Engineering doesn’t match engineering. The plugin’s connectors keep their own policies.
Block a group from every skill
Scenario: The Contractors group shouldn’t use any skill, including skills shared with the whole organization.skill for plugin to do the same for plugins.
Artifacts
The artifact’s owner, or anyone withshare on it, can run these recipes. See Sharing artifacts for the share dialog.
Let a group download a report
Scenario: The Finance group needs to open and download the quarterly spend report an agent produced.Let a teammate manage who sees an artifact
Scenario: Alex takes over distribution of the report. He should edit it, share it, and change or remove access others granted. This is the Manager preset.Teams
Team membership and adding assets to a team follow team roles. In policies, a team is most useful as a principal: grant a team access once and everyone who joins later gets it.Give a team access to everything it works with
Scenario: The Data Platform team uses one agent, one skill, and one connector. Name the team in each policy instead of its members.Keep a group out of team management
Scenario: Some contractors hold a role that includes team management, but they shouldn’t create or manage teams.create_team is part of the broader team-management permission, so the deny removes all of it. See Organization permissions.
Organization Permissions
Organization recipes are written by an administrator with the security-policies permission who holds the permission being granted or denied. They change one permission for specific people without changing their role.Let compliance read every audit log
Scenario: The Compliance group reviews audit logs across the organization, but shouldn’t get the rest of the Security Admin role.view_unredacted_content only if they need to see it.
Let finance export usage data, by department
Scenario: Anyone in the Finance department exports usage data for chargeback.Let IT reassign resources when someone leaves
Scenario: The IT Helpdesk group transfers agents, skills, and other resources from people who leave the company.Stop a group from creating agents
Scenario: The Contractors group can use agents shared with them, but shouldn’t build their own.403. They keep using agents shared with them, through their agent policies, and keep creating artifacts. To take agents away entirely, deny use_agents instead.
Organization permission changes can take up to five minutes to reach every request. You can’t change or remove an organization deny that applies to you unless you hold
manage_admins.Review and Undo
List the policies on one resource, and delete one you no longer need. Listing needs the security-policies permission.Troubleshooting
Related Documentation
- Connector Access Control - Connector policies, conditions, and approvals
- Agents, Skills, and More - Every resource type, its actions, and who can write policies
- Agent Accounts - Identities for autonomous agents and services
- Agent Account Authentication Recipes - Tokens, delegations, and session grants
- Teams - Sharing resources with groups of people