Configure AI Agent Data Access Permissions

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Vorbereitungen

    Role Required: none

    Role required: admin and sn_erp_integration.erp_ai_user

    Warum und wann dieser Vorgang ausgeführt wird

    Administrators can configure and manage data access permissions for AI agents in ERP Canvas to ensure that only authorized users and systems can interact with sensitive information. This task involves setting up granular read/write/query privileges for different data sources, tables, and fields, and applying time-bound or session-based permissions for temporary tasks.

    Prozedur

    1. Log in to the ERP Canvas admin console.
      Ensure you have the necessary administrative privileges to configure AI agent data access.
    2. Navigate to the AI Agents section.
      This section allows you to manage and configure AI agents.
    3. Select the AI agent for which you want to configure data access permissions.
      Choose from third-party AI models like Gemini, Anthropic, and Azure OpenAI.
    4. Define the role-based access controls (RBAC) for the AI agent.
      Specify the roles that are allowed to execute the AI agent tools or actions.
    5. Set up access control lists (ACLs) to align with the Agentic Security Directive.
      Ensure that each role has specific access scopes and that users must have the necessary roles to interact with the AI agent.
    6. Grant, modify, or revoke data access for the AI agent.
      Specify granular read/write/query privileges for different data sources, tables, and fields.
    7. Apply time-bound or session-based permissions for temporary tasks.
      This ensures that access is strictly controlled and compliant with security directives.
    8. Test the access controls.
      Run scenarios where users have different roles and permissions to validate that the system functions as intended and that unauthorized access is prevented.